Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,035 | $124,425-58.2% | $112,040-53.6% | $137,256-62.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 30.00% | 24.72%+5.3pp | 24.52%+5.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $2,603 | $3,411-23.7% | $2,954-11.9% | $4,156-37.4% |
| Participant deferral / active EE | $4,137 | $5,718-27.7% | $5,098-18.9% | $6,407-35.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |