Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,787 | $112,729-49.6% | $98,716-42.5% | $137,256-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.20% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,306 | $2,725+94.7% | $2,279+132.8% | $4,156+27.7% |
| Participant deferral / active EE | $2,306 | $4,640-50.3% | $4,048-43.0% | $6,407-64.0% |
| Admin fee / account holder | $119 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |