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 | $40,412 | $87,546-53.8% | $75,784-46.7% | $125,389-67.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.97% | 13.49%-8.5pp | 9.68%-4.7pp | 282.24%-277.3pp |
| Employer contribution / active EE | $11,467 | $3,930+191.8% | $3,323+245.1% | $4,866+135.7% |
| Participant deferral / active EE | $5,496 | $4,230+29.9% | $3,652+50.5% | $5,352+2.7% |
| Admin fee / account holder | $176 | $6,503-97.3% | $5,300-96.7% | $9,541-98.2% |