Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,867 | $114,119-64.2% | $107,187-61.9% | $138,895-70.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.01% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,978 | $4,059-26.6% | $3,782-21.3% | $4,194-29.0% |
| Participant deferral / active EE | $5,635 | $5,538+1.8% | $5,096+10.6% | $6,396-11.9% |
| Admin fee / account holder | $1 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |