Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,492 | $81,664-61.4% | $70,476-55.3% | $158,966-80.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.95% | 208.59%-201.6pp | 109.12%-102.2pp | 302.95%-296.0pp |
| Employer contribution / active EE | $3,017 | $3,219-6.3% | $2,738+10.2% | $4,762-36.6% |
| Participant deferral / active EE | $10,405 | $4,556+128.4% | $3,710+180.4% | $5,983+73.9% |
| Admin fee / account holder | $49 | $6,197-99.2% | $3,847-98.7% | $11,250-99.6% |