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 | $41,327 | $49,255-16.1% | $70,494-41.4% | $79,856-48.2% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 16.27% | 30.10%-13.8pp | 109.16%-92.9pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,235 | $2,100+6.4% | $2,738-18.4% | $2,471-9.6% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $126 | $2,879-95.6% | $3,848-96.7% | $5,306-97.6% |