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 | $44,000 | $210,908-79.1% | $153,643-71.4% | $145,884-69.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.43% | 13.46%+1.0pp | 15.71%-1.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,723 | $6,055-55.0% | $5,039-46.0% | $4,662-41.6% |
| Participant deferral / active EE | $13,617 | $7,976+70.7% | $6,754+101.6% | $6,690+103.6% |
| Admin fee / account holder | $227 | $19,477-98.8% | $12,739-98.2% | $13,392-98.3% |