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 | $44,205 | $127,387-65.3% | $115,038-61.6% | $125,389-64.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.15% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $7,573 | $5,166+46.6% | $4,608+64.4% | $4,866+55.6% |
| Participant deferral / active EE | $9,607 | $6,423+49.6% | $6,026+59.4% | $5,352+79.5% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |