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 | $26,054 | $69,541-62.5% | $59,899-56.5% | $135,380-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.97% | 7.95%0pp | 3.46%+4.5pp | 519.81%-511.8pp |
| Employer contribution / active EE | $3,335 | $3,236+3.0% | $2,723+22.5% | $4,779-30.2% |
| Participant deferral / active EE | $1,745 | $4,206-58.5% | $3,402-48.7% | $5,609-68.9% |
| Admin fee / account holder | $117 | $5,737-98.0% | $3,592-96.7% | $10,828-98.9% |