Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,764 | $95,188-65.6% | $76,518-57.2% | $135,380-75.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 4.96% | 4.85%+0.1pp | -0.27%+5.2pp | 519.81%-514.9pp |
| Employer contribution / active EE | $4,252 | $3,303+28.8% | $2,647+60.6% | $4,779-11.0% |
| Participant deferral / active EE | $7,000 | $4,640+50.9% | $3,836+82.5% | $5,609+24.8% |
| Admin fee / account holder | $183 | $6,249-97.1% | $4,849-96.2% | $10,828-98.3% |