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 | $37,149 | $90,486-58.9% | $78,676-52.8% | $273,972-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.34% | 75.62%-72.3pp | 62.19%-58.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $925 | $3,175-70.9% | $2,850-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $4,430 | $3,901+13.6% | $3,517+26.0% | $5,287-16.2% |
| Admin fee / account holder | $87 | $5,263-98.4% | $4,510-98.1% | $10,133-99.1% |