Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,812 | $127,296-68.7% | $109,907-63.8% | $167,536-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.22% | 22.97%-13.8pp | 29.46%-20.2pp | 478.82%-469.6pp |
| Employer contribution / active EE | $9,256 | $3,325+178.4% | $2,844+225.5% | $4,839+91.3% |
| Participant deferral / active EE | $4,027 | $4,513-10.8% | $4,047-0.5% | $6,342-36.5% |
| Admin fee / account holder | $26 | $7,119-99.6% | $6,069-99.6% | $12,315-99.8% |