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 | $49,787 | $215,361-76.9% | $171,082-70.9% | $273,972-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.21% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,016 | $4,967-59.4% | $4,002-49.6% | $4,869-58.6% |
| Participant deferral / active EE | $2,016 | $5,543-63.6% | $4,797-58.0% | $5,287-61.9% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |