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 | $27,623 | $88,707-68.9% | $74,184-62.8% | $273,972-89.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.75% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,571 | $3,159-50.3% | $2,370-33.7% | $4,869-67.7% |
| Participant deferral / active EE | $4,118 | $4,212-2.2% | $3,550+16.0% | $5,287-22.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |