Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,248 | $91,179-60.2% | $178,499-79.7% | $79,852-54.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.52% | 24.19%-3.7pp | 151.10%-130.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,336 | $3,256-59.0% | $5,011-73.3% | $2,471-45.9% |
| Participant deferral / active EE | $3,137 | $3,236-3.1% | $5,202-39.7% | $3,740-16.1% |
| Admin fee / account holder | $201 | $6,749-97.0% | $13,986-98.6% | $5,306-96.2% |