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 | $41,724 | $153,311-72.8% | $109,313-61.8% | $273,972-84.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.67% | 29.86%-26.2pp | 22.07%-18.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,315 | $5,619-76.6% | $3,892-66.2% | $4,869-73.0% |
| Participant deferral / active EE | $1,868 | $3,932-52.5% | $3,166-41.0% | $5,287-64.7% |
| Admin fee / account holder | $61 | $8,076-99.2% | $5,666-98.9% | $10,133-99.4% |