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 | $48,391 | $93,346-48.2% | $71,796-32.6% | $273,972-82.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.01% | 130.39%-123.4pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,276 | $2,733+19.8% | $1,924+70.2% | $4,869-32.7% |
| Participant deferral / active EE | $1,719 | $3,475-50.5% | $2,794-38.5% | $5,287-67.5% |
| Admin fee / account holder | $182 | $6,571-97.2% | $4,815-96.2% | $10,133-98.2% |