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 | $46,530 | $100,970-53.9% | $96,576-51.8% | $137,256-66.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.82% | 38.16%-13.3pp | 38.47%-13.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $5,124 | $3,809+34.5% | $3,553+44.2% | $4,156+23.3% |
| Participant deferral / active EE | $5,124 | $8,286-38.2% | $7,956-35.6% | $6,407-20.0% |
| Admin fee / account holder | $92 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |