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 | $28,562 | $93,064-69.3% | $74,577-61.7% | $273,972-89.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.38% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,686 | $3,160-46.7% | $2,525-33.2% | $4,869-65.4% |
| Participant deferral / active EE | $5,750 | $4,160+38.2% | $3,458+66.3% | $5,287+8.8% |
| Admin fee / account holder | $111 | $5,273-97.9% | $4,138-97.3% | $10,133-98.9% |