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 | $41,646 | $124,346-66.5% | $111,308-62.6% | $167,536-75.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.61% | 37.45%-19.8pp | 54.67%-37.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,071 | $3,437-39.7% | $2,732-24.2% | $4,839-57.2% |
| Participant deferral / active EE | $2,167 | $5,182-58.2% | $4,487-51.7% | $6,342-65.8% |
| Admin fee / account holder | $169 | $10,621-98.4% | $7,965-97.9% | $12,315-98.6% |