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 | $56,001 | $65,712-14.8% | $57,196-2.1% | $273,972-79.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.73% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.7pp |
| Employer contribution / active EE | $14,707 | $3,280+348.4% | $2,683+448.2% | $4,869+202.1% |
| Participant deferral / active EE | $1,025 | $3,782-72.9% | $3,096-66.9% | $5,287-80.6% |
| Admin fee / account holder | $94 | $4,838-98.1% | $3,141-97.0% | $10,133-99.1% |