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 | $26,834 | $124,425-78.4% | $112,040-76.0% | $137,256-80.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.02% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,986 | $3,411+16.9% | $2,954+34.9% | $4,156-4.1% |
| Participant deferral / active EE | $5,278 | $5,718-7.7% | $5,098+3.5% | $6,407-17.6% |
| Admin fee / account holder | $58 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |