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 | $39,006 | $156,616-75.1% | $133,346-70.7% | $198,609-80.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.27% | 44.25%-27.0pp | 36.85%-19.6pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,560 | $3,368-53.7% | $2,853-45.3% | $5,055-69.1% |
| Participant deferral / active EE | $8,320 | $4,920+69.1% | $4,332+92.0% | $6,977+19.3% |
| Admin fee / account holder | $148 | $17,468-99.2% | $14,264-99.0% | $19,030-99.2% |