Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,427 | $77,638-41.5% | $156,551-71.0% | $62,881-27.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 23.52% | 50.33%-26.8pp | 32.23%-8.7pp | 20.14%+3.4pp |
| Employer contribution / active EE | $1,327 | $3,444-61.5% | $5,501-75.9% | $2,281-41.8% |
| Participant deferral / active EE | $2,687 | $3,046-11.8% | $4,871-44.8% | $3,203-16.1% |
| Admin fee / account holder | $41 | $5,561-99.3% | $13,028-99.7% | $4,296-99.0% |