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 | $73,259 | $107,666-32.0% | $102,184-28.3% | $154,746-52.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.17% | 29.33%-17.2pp | 31.58%-19.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,099 | $8,719-53.0% | $8,309-50.7% | $6,730-39.1% |
| Admin fee / account holder | $32 | $12,943-99.8% | $11,609-99.7% | $14,365-99.8% |