Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,355 | $110,212-77.0% | $96,534-73.7% | $139,466-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 35.28% | 26.42%+8.9pp | 25.88%+9.4pp | 373.66%-338.4pp |
| Employer contribution / active EE | $3,601 | $3,620-0.5% | $2,965+21.4% | $4,754-24.3% |
| Participant deferral / active EE | $4,757 | $5,547-14.2% | $4,851-1.9% | $6,712-29.1% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |