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 | $32,995 | $107,666-69.4% | $102,184-67.7% | $154,746-78.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.19% | 29.33%-7.1pp | 31.58%-9.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $5,874 | $3,846+52.7% | $3,594+63.5% | $4,379+34.1% |
| Participant deferral / active EE | $11,087 | $8,719+27.2% | $8,309+33.4% | $6,730+64.7% |
| Admin fee / account holder | $88 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |