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 | $30,880 | $107,733-71.3% | $92,985-66.8% | $154,746-80.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.33% | 30.39%-9.1pp | 27.99%-6.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,662 | $3,126-14.9% | $2,6620% | $4,379-39.2% |
| Participant deferral / active EE | $8,455 | $5,053+67.3% | $4,377+93.2% | $6,730+25.6% |
| Admin fee / account holder | $72 | $11,369-99.4% | $9,463-99.2% | $14,365-99.5% |