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 | $68,064 | $97,881-30.5% | $80,004-14.9% | $125,389-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 8.46% | 9.36%-0.9pp | 7.63%+0.8pp | 282.24%-273.8pp |
| Employer contribution / active EE | $3,013 | $3,128-3.7% | $2,473+21.8% | $4,866-38.1% |
| Participant deferral / active EE | $16,677 | $3,744+345.4% | $3,204+420.6% | $5,352+211.6% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |