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 | $35,852 | $97,289-63.1% | $92,805-61.4% | $155,188-76.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.94% | 29.03%-8.1pp | 31.59%-10.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,151 | $3,632-68.3% | $3,424-66.4% | $4,248-72.9% |
| Participant deferral / active EE | $3,008 | $8,795-65.8% | $8,448-64.4% | $6,531-54.0% |
| Admin fee / account holder | $101 | $12,015-99.2% | $10,911-99.1% | $14,480-99.3% |