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 | $47,643 | $107,666-55.7% | $102,184-53.4% | $154,746-69.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.79% | 29.33%-8.5pp | 31.58%-10.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,674 | $3,846-30.5% | $3,594-25.6% | $4,379-38.9% |
| Participant deferral / active EE | $4,602 | $8,719-47.2% | $8,309-44.6% | $6,730-31.6% |
| Admin fee / account holder | $117 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |