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 | $49,949 | $117,433-57.5% | $99,475-49.8% | $152,897-67.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.51% | 31.87%-19.4pp | 30.72%-18.2pp | 345.43%-332.9pp |
| Employer contribution / active EE | $1,793 | $3,013-40.5% | $2,540-29.4% | $4,764-62.4% |
| Participant deferral / active EE | $4,742 | $4,086+16.1% | $3,619+31.0% | $5,851-19.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |