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 | $26,257 | $156,398-83.2% | $147,318-82.2% | $138,895-81.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.67% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.7pp |
| Employer contribution / active EE | $3,600 | $4,853-25.8% | $4,593-21.6% | $4,194-14.2% |
| Participant deferral / active EE | $5,400 | $8,237-34.4% | $7,906-31.7% | $6,396-15.6% |
| Admin fee / account holder | $78 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |