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 | $43,197 | $86,298-49.9% | $111,308-61.2% | $85,847-49.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.45% | 19.99%-7.5pp | 54.67%-42.2pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,008 | $3,641+10.1% | $4,487-10.7% | $3,952+1.4% |
| Admin fee / account holder | $232 | $8,189-97.2% | $7,965-97.1% | $6,261-96.3% |