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 | $42,703 | $107,666-60.3% | $102,184-58.2% | $154,746-72.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.93% | 29.33%-6.4pp | 31.58%-8.6pp | 172.34%-149.4pp |
| Employer contribution / active EE | $4,226 | $3,846+9.9% | $3,594+17.6% | $4,379-3.5% |
| Participant deferral / active EE | $10,537 | $8,719+20.8% | $8,309+26.8% | $6,730+56.6% |
| Admin fee / account holder | $56 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |