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 | $35,397 | $153,311-76.9% | $109,313-67.6% | $273,972-87.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.48% | 29.86%-24.4pp | 22.07%-16.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,593 | $5,619-36.1% | $3,892-7.7% | $4,869-26.2% |
| Participant deferral / active EE | $900 | $3,932-77.1% | $3,166-71.6% | $5,287-83.0% |
| Admin fee / account holder | $50 | $8,076-99.4% | $5,666-99.1% | $10,133-99.5% |