Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,812 | $211,288-76.4% | $178,540-72.1% | $145,884-65.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.55% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,046 | $4,574-77.1% | $3,953-73.5% | $4,662-77.6% |
| Participant deferral / active EE | $2,586 | $6,967-62.9% | $6,281-58.8% | $6,690-61.3% |
| Admin fee / account holder | $57 | $12,105-99.5% | $10,424-99.5% | $13,392-99.6% |