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 | $49,988 | $106,247-53.0% | $96,515-48.2% | $139,466-64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.47%-20.8pp | 35.73%-18.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,325 | $4,106-19.0% | $3,740-11.1% | $4,754-30.1% |
| Participant deferral / active EE | $6,395 | $5,456+17.2% | $4,880+31.1% | $6,712-4.7% |
| Admin fee / account holder | $62 | $7,885-99.2% | $6,735-99.1% | $11,409-99.5% |