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 | $29,524 | $108,897-72.9% | $100,378-70.6% | $145,877-79.8% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 19.76% | 58.17%-38.4pp | 49.41%-29.6pp | 551.28%-531.5pp |
| Employer contribution / active EE | $4,061 | $4,420-8.1% | $3,942+3.0% | $4,663-12.9% |
| Participant deferral / active EE | $8,085 | $8,455-4.4% | $8,0870% | $6,691+20.8% |
| Admin fee / account holder | $33 | $9,690-99.7% | $7,899-99.6% | $13,402-99.8% |