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 | $34,718 | $99,380-65.1% | $90,312-61.6% | $155,188-77.6% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 24.92% | 19.35%+5.6pp | 18.90%+6.0pp | 148.84%-123.9pp |
| Employer contribution / active EE | $7,176 | $2,390+200.3% | $2,243+220.0% | $4,248+68.9% |
| Participant deferral / active EE | $4,193 | $4,212-0.4% | $3,749+11.8% | $6,531-35.8% |
| Admin fee / account holder | $34 | $9,766-99.6% | $8,248-99.6% | $14,480-99.8% |