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 | $27,554 | $90,486-69.5% | $78,676-65.0% | $273,972-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.70% | 75.62%-72.9pp | 62.19%-59.5pp | 41.46%-38.8pp |
| Employer contribution / active EE | $14,215 | $3,175+347.7% | $2,850+398.8% | $4,869+192.0% |
| Participant deferral / active EE | $4,364 | $3,901+11.9% | $3,517+24.1% | $5,287-17.5% |
| Admin fee / account holder | $236 | $5,263-95.5% | $4,510-94.8% | $10,133-97.7% |