Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,411 | $93,598-53.6% | $135,974-68.1% | $75,173-42.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.71% | 30.89%-12.2pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,616 | $3,538-26.1% | $4,859-46.2% | $2,671-2.1% |
| Participant deferral / active EE | $4,901 | $6,405-23.5% | $7,760-36.8% | $4,126+18.8% |
| Admin fee / account holder | $131 | $6,978-98.1% | $10,767-98.8% | $5,651-97.7% |