Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,330 | $136,860-61.8% | $120,344-56.5% | $154,746-66.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.45% | 21.38%+0.1pp | 20.30%+1.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,758 | $3,533-21.9% | $3,020-8.7% | $4,379-37.0% |
| Participant deferral / active EE | $11,917 | $5,793+105.7% | $5,135+132.1% | $6,730+77.1% |
| Admin fee / account holder | $56 | $15,393-99.6% | $12,742-99.6% | $14,365-99.6% |