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 | $45,324 | $211,224-78.5% | $178,505-74.6% | $145,897-68.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.22% | 30.28%-15.1pp | 27.16%-11.9pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,325 | $4,577-49.2% | $3,955-41.2% | $4,663-50.1% |
| Participant deferral / active EE | $2,325 | $6,966-66.6% | $6,280-63.0% | $6,689-65.2% |
| Admin fee / account holder | $11 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |