Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,702 | $113,941-38.8% | $94,228-26.0% | $125,388-44.4% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | 0.91% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.3pp |
| Employer contribution / active EE | $14,510 | $4,727+207.0% | $3,587+304.6% | $4,866+198.2% |
| Participant deferral / active EE | $4,640 | $5,179-10.4% | $4,320+7.4% | $5,352-13.3% |
| Admin fee / account holder | $5 | $8,392-99.9% | $6,269-99.9% | $9,541-100.0% |