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 | $100,970-52.8% | $96,576-50.7% | $137,256-65.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.79% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,674 | $3,809-29.8% | $3,553-24.8% | $4,156-35.7% |
| Participant deferral / active EE | $4,602 | $8,286-44.5% | $7,956-42.2% | $6,407-28.2% |
| Admin fee / account holder | $117 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |