Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,684 | $110,337-70.4% | $102,383-68.1% | $145,877-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,728 | $4,216-59.0% | $3,870-55.4% | $4,663-62.9% |
| Participant deferral / active EE | $3,129 | $5,621-44.3% | $5,060-38.2% | $6,691-53.2% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |