Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,880 | $97,020-57.9% | $83,327-50.9% | $135,380-69.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 40.61% | 12.31%+28.3pp | 10.64%+30.0pp | 519.81%-479.2pp |
| Employer contribution / active EE | $3,367 | $4,144-18.7% | $3,379-0.4% | $4,779-29.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $191 | $8,426-97.7% | $7,540-97.5% | $10,828-98.2% |