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 | $24,949 | $182,442-86.3% | $163,379-84.7% | $138,895-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.58% | 72.74%-56.2pp | 63.41%-46.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,666 | $4,159+12.2% | $3,752+24.4% | $4,194+11.3% |
| Participant deferral / active EE | $8,726 | $6,817+28.0% | $6,282+38.9% | $6,396+36.4% |
| Admin fee / account holder | $109 | $10,396-99.0% | $9,818-98.9% | $12,562-99.1% |