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 | $49,959 | $71,215-29.8% | $93,696-46.7% | $80,935-38.3% |
| Participation rate | 72.4% | 60.4%+12.0pp | 68.7%+3.7pp | 67.7%+4.8pp |
| Annual return | 12.86% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $5,405 | $1,565+245.3% | $2,422+123.2% | $2,757+96.1% |
| Participant deferral / active EE | $2,777 | $4,037-31.2% | $4,417-37.1% | $4,299-35.4% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |