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 | $23,152 | $162,136-85.7% | $152,301-84.8% | $154,746-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.43% | 91.02%-65.6pp | 80.50%-55.1pp | 172.34%-146.9pp |
| Employer contribution / active EE | $3,212 | $4,890-34.3% | $4,624-30.6% | $4,379-26.7% |
| Participant deferral / active EE | $6,177 | $8,341-25.9% | $8,004-22.8% | $6,730-8.2% |
| Admin fee / account holder | $49 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |