Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,603 | $101,618-48.2% | $93,063-43.5% | $137,256-61.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.43% | 223.95%-201.5pp | 34.15%-11.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,773 | $2,707+76.3% | $2,476+92.8% | $4,156+14.8% |
| Participant deferral / active EE | $13,504 | $4,279+215.6% | $3,958+241.2% | $6,407+110.8% |
| Admin fee / account holder | $255 | $6,198-95.9% | $6,033-95.8% | $12,270-97.9% |