Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,631 | $212,386-87.0% | $199,883-86.2% | $138,895-80.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.58% | 47.75%-25.2pp | 43.81%-21.2pp | 145.39%-122.8pp |
| Employer contribution / active EE | $3,566 | $6,625-46.2% | $6,261-43.0% | $4,194-15.0% |
| Participant deferral / active EE | $3,566 | $9,617-62.9% | $9,138-61.0% | $6,396-44.2% |
| Admin fee / account holder | $162 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |