Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,257 | $123,155-67.3% | $108,753-63.0% | $155,188-74.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.46% | 44.73%-36.3pp | 37.47%-29.0pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,138 | $2,811-59.5% | $2,427-53.1% | $4,248-73.2% |
| Participant deferral / active EE | $3,721 | $4,623-19.5% | $4,115-9.6% | $6,531-43.0% |
| Admin fee / account holder | $204 | $12,126-98.3% | $10,320-98.0% | $14,480-98.6% |