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 | $83,281 | $90,486-8.0% | $78,676+5.9% | $273,972-69.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.57% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $835 | $3,175-73.7% | $2,850-70.7% | $4,869-82.8% |
| Participant deferral / active EE | $6,440 | $3,901+65.1% | $3,517+83.1% | $5,287+21.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |