Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,737 | $101,342-53.9% | - | $158,966-70.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 18.32% | 35.92%-17.6pp | - | 302.95%-284.6pp |
| Employer contribution / active EE | $12,147 | $3,741+224.7% | - | $4,762+155.0% |
| Participant deferral / active EE | $9,981 | $4,815+107.3% | - | $5,983+66.8% |
| Admin fee / account holder | $206 | $2,869-92.8% | - | $11,250-98.2% |