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 | $52,037 | $131,835-60.5% | $108,582-52.1% | $273,972-81.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,347 | $4,913+49.6% | $3,758+95.5% | $4,869+50.9% |
| Participant deferral / active EE | $8,980 | $5,127+75.1% | $4,311+108.3% | $5,287+69.8% |
| Admin fee / account holder | $140 | $10,253-98.6% | $7,645-98.2% | $10,133-98.6% |