Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,406 | $107,809-55.1% | $97,032-50.1% | $155,188-68.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.50% | 38.06%-19.6pp | 35.38%-16.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,507 | $2,911-13.9% | $2,629-4.7% | $4,248-41.0% |
| Participant deferral / active EE | $3,258 | $5,129-36.5% | $4,672-30.3% | $6,531-50.1% |
| Admin fee / account holder | $101 | $10,717-99.1% | $9,418-98.9% | $14,480-99.3% |