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 | $39,653 | $110,379-64.1% | $102,412-61.3% | $145,884-72.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $12,679 | $4,216+200.7% | $3,870+227.6% | $4,662+171.9% |
| Participant deferral / active EE | $6,951 | $5,622+23.6% | $5,060+37.4% | $6,690+3.9% |
| Admin fee / account holder | $119 | $9,745-98.8% | $8,388-98.6% | $13,392-99.1% |