Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $124,425-67.0% | $112,040-63.4% | $137,256-70.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.28% | 24.72%+2.6pp | 24.52%+2.8pp | 220.34%-193.1pp |
| Employer contribution / active EE | $5,922 | $3,411+73.6% | $2,954+100.5% | $4,156+42.5% |
| Participant deferral / active EE | $11,440 | $5,718+100.1% | $5,098+124.4% | $6,407+78.6% |
| Admin fee / account holder | $42 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |