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 | $46,649 | $110,379-57.7% | $102,412-54.4% | $145,884-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.21% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $4,817 | $4,216+14.2% | $3,870+24.5% | $4,662+3.3% |
| Participant deferral / active EE | $13,128 | $5,622+133.5% | $5,060+159.4% | $6,690+96.2% |
| Admin fee / account holder | $250 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |