Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,088 | $117,846-76.2% | $102,434-72.6% | $145,884-80.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 31.90%-16.2pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $6,240 | $3,615+72.6% | $3,023+106.4% | $4,662+33.8% |
| Participant deferral / active EE | $4,680 | $5,733-18.4% | $5,055-7.4% | $6,690-30.0% |
| Admin fee / account holder | $34 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |