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 | $32,979 | $136,307-75.8% | $106,619-69.1% | $273,972-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.78% | 11.05%-1.3pp | 9.42%+0.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,389 | $5,190-73.2% | $3,947-64.8% | $4,869-71.5% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $215 | $8,625-97.5% | $6,418-96.7% | $10,133-97.9% |