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 | $24,102 | $100,970-76.1% | $96,576-75.0% | $137,256-82.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 56.52% | 38.16%+18.4pp | 38.47%+18.0pp | 220.34%-163.8pp |
| Employer contribution / active EE | $2,011 | $3,809-47.2% | $3,553-43.4% | $4,156-51.6% |
| Participant deferral / active EE | $2,516 | $8,286-69.6% | $7,956-68.4% | $6,407-60.7% |
| Admin fee / account holder | $29 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |