Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,165 | $110,337-59.1% | $102,383-55.9% | $145,877-69.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,108 | $4,216+21.1% | $3,870+32.0% | $4,663+9.5% |
| Participant deferral / active EE | $7,001 | $5,621+24.6% | $5,060+38.4% | $6,691+4.6% |
| Admin fee / account holder | $252 | $9,750-97.4% | $8,391-97.0% | $13,402-98.1% |