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 | $24,960 | $208,088-88.0% | $186,193-86.6% | $154,746-83.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 27.16% | 89.97%-62.8pp | 78.03%-50.9pp | 172.34%-145.2pp |
| Employer contribution / active EE | $4,534 | $4,340+4.5% | $3,918+15.7% | $4,379+3.5% |
| Participant deferral / active EE | $4,534 | $7,078-35.9% | $6,513-30.4% | $6,730-32.6% |
| Admin fee / account holder | $111 | $11,698-99.1% | $11,058-99.0% | $14,365-99.2% |