Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,632 | $76,407-39.0% | $150,298-69.0% | $82,448-43.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.13% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,584 | $2,614+75.4% | $4,154+10.4% | $2,551+79.7% |
| Participant deferral / active EE | $3,501 | $3,214+8.9% | $5,453-35.8% | $4,139-15.4% |
| Admin fee / account holder | $18 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |