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 | $34,025 | $162,967-79.1% | $135,792-74.9% | $138,895-75.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 13.74% | 30.08%-16.3pp | 25.96%-12.2pp | 145.39%-131.7pp |
| Employer contribution / active EE | $995 | $4,211-76.4% | $3,496-71.5% | $4,194-76.3% |
| Participant deferral / active EE | $1,349 | $5,640-76.1% | $4,759-71.7% | $6,396-78.9% |
| Admin fee / account holder | $160 | $15,306-99.0% | $12,266-98.7% | $12,562-98.7% |