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 | $36,010 | $110,212-67.3% | $96,534-62.7% | $139,466-74.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.73% | 26.42%+3.3pp | 25.88%+3.8pp | 373.66%-343.9pp |
| Employer contribution / active EE | $4,406 | $3,620+21.7% | $2,965+48.6% | $4,754-7.3% |
| Participant deferral / active EE | $7,552 | $5,547+36.1% | $4,851+55.7% | $6,712+12.5% |
| Admin fee / account holder | $44 | $11,599-99.6% | $8,253-99.5% | $11,409-99.6% |