Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,424 | $96,562-58.1% | $80,976-50.1% | $273,968-85.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $22,474 | $4,868+361.6% | $3,714+505.1% | $4,869+361.6% |
| Participant deferral / active EE | $10,638 | $6,597+61.2% | $5,696+86.8% | $5,287+101.2% |
| Admin fee / account holder | $151 | $7,493-98.0% | $5,516-97.3% | $10,132-98.5% |