Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,650 | $85,094-39.3% | $76,327-32.3% | $145,877-64.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 14.63% | 13.13%+1.5pp | 13.79%+0.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,254 | $5,261-38.2% | $4,584-29.0% | $4,663-30.2% |
| Participant deferral / active EE | $8,002 | $6,390+25.2% | $5,478+46.1% | $6,691+19.6% |
| Admin fee / account holder | $291 | $5,773-95.0% | $5,139-94.3% | $13,402-97.8% |