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 | $41,155 | $97,125-57.6% | $86,233-52.3% | $137,256-70.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.00% | 74.19%-50.2pp | 61.39%-37.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,646 | $2,841-42.1% | $2,504-34.3% | $4,156-60.4% |
| Participant deferral / active EE | $8,823 | $5,180+70.3% | $4,559+93.5% | $6,407+37.7% |
| Admin fee / account holder | $295 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |