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 | $36,261 | $85,094-57.4% | $76,327-52.5% | $145,884-75.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 13.13%+2.0pp | 13.79%+1.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $5,580 | $5,261+6.1% | $4,584+21.7% | $4,662+19.7% |
| Participant deferral / active EE | $20,240 | $6,390+216.7% | $5,478+269.5% | $6,690+202.6% |
| Admin fee / account holder | $20 | $5,773-99.7% | $5,139-99.6% | $13,392-99.9% |