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 | $71,431 | $96,558-26.0% | $80,977-11.8% | $273,972-73.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.16% | 15.14%-10.0pp | 17.11%-11.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $13,590 | $4,869+179.1% | $3,715+265.9% | $4,869+179.1% |
| Participant deferral / active EE | $8,847 | $6,598+34.1% | $5,696+55.3% | $5,287+67.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |