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 | $27,026 | $113,338-76.2% | $94,993-71.5% | $147,586-81.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.82% | 20.80%-1.0pp | 27.14%-7.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,470 | $3,160+9.8% | $2,603+33.3% | $4,876-28.8% |
| Participant deferral / active EE | $1,300 | $3,777-65.6% | $3,317-60.8% | $5,439-76.1% |
| Admin fee / account holder | $294 | $6,063-95.2% | $4,960-94.1% | $10,886-97.3% |