Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,589 | $112,729-68.4% | $98,716-63.9% | $137,256-74.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.01% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,357 | $2,725-13.5% | $2,279+3.5% | $4,156-43.3% |
| Participant deferral / active EE | $3,537 | $4,640-23.8% | $4,048-12.6% | $6,407-44.8% |
| Admin fee / account holder | $135 | $10,129-98.7% | $8,703-98.4% | $12,270-98.9% |