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 | $48,310 | $131,835-63.4% | $108,582-55.5% | $273,972-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,078 | $4,913-78.1% | $3,758-71.3% | $4,869-77.9% |
| Participant deferral / active EE | $2,755 | $5,127-46.3% | $4,311-36.1% | $5,287-47.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |