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 | $42,837 | $168,635-74.6% | $147,617-71.0% | $125,389-65.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.60% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,296 | $6,252-47.3% | $5,564-40.8% | $4,866-32.3% |
| Participant deferral / active EE | $8,298 | $5,507+50.7% | $4,895+69.5% | $5,352+55.1% |
| Admin fee / account holder | $111 | $13,580-99.2% | $11,612-99.0% | $9,541-98.8% |