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 | $52,314 | $103,949-49.7% | $69,182-24.4% | $273,972-80.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.65% | 35.28%-27.6pp | -21.93%+29.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,216 | $1,783+304.7% | $1,206+498.3% | $4,869+48.2% |
| Participant deferral / active EE | $4,364 | $2,716+60.6% | $1,897+130.0% | $5,287-17.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |