Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,750 | $100,970-44.8% | $96,576-42.3% | $137,256-59.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.07% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,711 | $3,809+49.9% | $3,553+60.7% | $4,156+37.4% |
| Participant deferral / active EE | $13,999 | $8,286+68.9% | $7,956+75.9% | $6,407+118.5% |
| Admin fee / account holder | $119 | $11,312-98.9% | $11,381-99.0% | $12,270-99.0% |