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 | $48,268 | $162,812-70.4% | $133,971-64.0% | $158,966-69.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.70% | 41.94%-36.2pp | 45.09%-39.4pp | 302.95%-297.2pp |
| Employer contribution / active EE | $35,758 | $4,976+618.6% | $3,919+812.5% | $4,762+650.8% |
| Participant deferral / active EE | $16,855 | $5,910+185.2% | $5,047+234.0% | $5,983+181.7% |
| Admin fee / account holder | $12 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |