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 | $22,615 | $69,518-67.5% | $59,883-62.2% | $135,382-83.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.60% | 7.95%+3.7pp | 3.46%+8.1pp | 519.77%-508.2pp |
| Employer contribution / active EE | $4,948 | $3,235+53.0% | $2,722+81.8% | $4,779+3.5% |
| Participant deferral / active EE | $3,600 | $4,204-14.4% | $3,402+5.8% | $5,609-35.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |