Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,511 | $72,272-38.4% | $101,264-56.0% | $79,858-44.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $10,877 | $2,692+304.1% | $3,660+197.2% | $2,471+340.2% |
| Participant deferral / active EE | $5,701 | $3,282+73.7% | $4,370+30.4% | $3,740+52.4% |
| Admin fee / account holder | $129 | $4,401-97.1% | $5,947-97.8% | $5,306-97.6% |