Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,353 | $77,416-49.2% | $69,464-43.3% | $152,897-74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.85% | 39.08%-17.2pp | 28.98%-7.1pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,282 | $3,315+29.2% | $2,779+54.1% | $4,764-10.1% |
| Participant deferral / active EE | $7,042 | $4,413+59.6% | $3,536+99.1% | $5,851+20.3% |
| Admin fee / account holder | $289 | $6,208-95.3% | $3,840-92.5% | $11,599-97.5% |