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 | $30,795 | $154,228-80.0% | $145,433-78.8% | $137,256-77.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,276 | $4,804-31.8% | $4,554-28.1% | $4,156-21.2% |
| Participant deferral / active EE | $3,794 | $8,216-53.8% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $233 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |