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 | $44,032 | $110,337-60.1% | $102,383-57.0% | $145,877-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.53% | 24.83%+11.7pp | 24.94%+11.6pp | 551.28%-514.8pp |
| Employer contribution / active EE | $5,427 | $4,216+28.7% | $3,870+40.2% | $4,663+16.4% |
| Participant deferral / active EE | $17,744 | $5,621+215.7% | $5,060+250.7% | $6,691+165.2% |
| Admin fee / account holder | $167 | $9,750-98.3% | $8,391-98.0% | $13,402-98.8% |