Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,327 | $96,965-64.6% | $97,995-65.0% | $147,585-76.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.23% | 24.11%-11.9pp | 23.94%-11.7pp | 578.57%-566.3pp |
| Employer contribution / active EE | $2,518 | $4,536-44.5% | $4,158-39.4% | $4,876-48.4% |
| Participant deferral / active EE | $7,235 | $5,081+42.4% | $5,097+42.0% | $5,439+33.0% |
| Admin fee / account holder | $225 | $8,120-97.2% | $5,943-96.2% | $10,885-97.9% |