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 | $35,889 | $166,242-78.4% | $165,071-78.3% | $145,884-75.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.60% | 100.44%-73.8pp | 70.17%-43.6pp | 551.85%-525.2pp |
| Employer contribution / active EE | $4,413 | $5,283-16.5% | $4,347+1.5% | $4,662-5.3% |
| Participant deferral / active EE | $13,084 | $6,964+87.9% | $6,035+116.8% | $6,690+95.6% |
| Admin fee / account holder | $204 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |