Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,410 | $108,922-61.1% | $100,398-57.8% | $145,978-70.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 58.04%-43.3pp | 49.32%-34.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,093 | $4,426-75.3% | $3,946-72.3% | $4,662-76.5% |
| Participant deferral / active EE | $7,598 | $8,450-10.1% | $8,084-6.0% | $6,690+13.6% |
| Admin fee / account holder | $143 | $9,680-98.5% | $7,893-98.2% | $13,400-98.9% |