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 | $33,924 | $155,555-78.2% | $146,866-76.9% | $155,188-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.66% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,928 | $4,647-37.0% | $4,425-33.8% | $4,248-31.1% |
| Participant deferral / active EE | $4,807 | $8,044-40.2% | $7,759-38.0% | $6,531-26.4% |
| Admin fee / account holder | $67 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |