Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,519 | $103,949-68.7% | $69,182-53.0% | $273,972-88.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 30.95% | 35.28%-4.3pp | -21.93%+52.9pp | 41.46%-10.5pp |
| Employer contribution / active EE | $12,200 | $1,783+584.2% | $1,206+911.4% | $4,869+150.6% |
| Participant deferral / active EE | $5,000 | $2,716+84.1% | $1,897+163.6% | $5,287-5.4% |
| Admin fee / account holder | $119 | $3,671-96.8% | $2,697-95.6% | $10,133-98.8% |