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 | $22,687 | $90,504-74.9% | $78,690-71.2% | $273,965-91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.35% | 75.61%-72.3pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $4,779 | $3,176+50.5% | $2,851+67.6% | $4,869-1.8% |
| Participant deferral / active EE | $1,041 | $3,901-73.3% | $3,517-70.4% | $5,287-80.3% |
| Admin fee / account holder | $270 | $5,263-94.9% | $4,511-94.0% | $10,132-97.3% |