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 | $36,199 | $115,911-68.8% | $100,530-64.0% | $158,950-77.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.84% | 34.80%-18.0pp | 30.89%-14.1pp | 302.91%-286.1pp |
| Employer contribution / active EE | $3,538 | $4,104-13.8% | $3,418+3.5% | $4,762-25.7% |
| Participant deferral / active EE | $4,116 | $6,676-38.4% | $6,271-34.4% | $5,983-31.2% |
| Admin fee / account holder | $242 | $10,999-97.8% | $8,083-97.0% | $11,248-97.9% |