Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,528 | $211,105-88.9% | $178,449-86.8% | $145,978-83.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 30.19%-18.5pp | 27.09%-15.4pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,625 | $4,569+1.2% | $3,951+17.1% | $4,662-0.8% |
| Participant deferral / active EE | $21,596 | $6,959+210.3% | $6,277+244.1% | $6,690+222.8% |
| Admin fee / account holder | $31 | $12,017-99.7% | $10,362-99.7% | $13,400-99.8% |