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 | $25,759 | $115,225-77.6% | $100,712-74.4% | $138,895-81.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.81% | 40.35%-21.5pp | 33.27%-14.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,142 | $2,771-22.7% | $2,313-7.4% | $4,194-48.9% |
| Participant deferral / active EE | $3,378 | $4,699-28.1% | $4,085-17.3% | $6,396-47.2% |
| Admin fee / account holder | $60 | $10,844-99.4% | $9,256-99.4% | $12,562-99.5% |