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 | $37,785 | $177,156-78.7% | $147,027-74.3% | $154,746-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.81% | 21.94%-10.1pp | 20.23%-8.4pp | 172.34%-160.5pp |
| Employer contribution / active EE | $10,010 | $4,336+130.8% | $3,626+176.1% | $4,379+128.6% |
| Participant deferral / active EE | $8,601 | $5,797+48.4% | $4,933+74.4% | $6,730+27.8% |
| Admin fee / account holder | $54 | $14,904-99.6% | $12,223-99.6% | $14,365-99.6% |