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 | $43,641 | $110,379-60.5% | $102,412-57.4% | $145,884-70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 24.84%-4.8pp | 24.94%-4.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,147 | $4,216-72.8% | $3,870-70.4% | $4,662-75.4% |
| Participant deferral / active EE | $8,696 | $5,622+54.7% | $5,060+71.8% | $6,690+30.0% |
| Admin fee / account holder | $10 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |