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 | $21,824 | $182,442-88.0% | $163,379-86.6% | $138,895-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 22.30% | 72.74%-50.4pp | 63.41%-41.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,765 | $4,159-33.5% | $3,752-26.3% | $4,194-34.1% |
| Participant deferral / active EE | $4,276 | $6,817-37.3% | $6,282-31.9% | $6,396-33.1% |
| Admin fee / account holder | $144 | $10,396-98.6% | $9,818-98.5% | $12,562-98.9% |