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 | $102,609-76.5% | $98,090-75.4% | $138,895-82.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 56.52% | 36.44%+20.1pp | 37.05%+19.5pp | 145.39%-88.9pp |
| Employer contribution / active EE | $2,011 | $3,867-48.0% | $3,606-44.3% | $4,194-52.1% |
| Participant deferral / active EE | $2,516 | $8,167-69.2% | $7,845-67.9% | $6,396-60.7% |
| Admin fee / account holder | $29 | $11,434-99.7% | $11,815-99.8% | $12,562-99.8% |