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 | $31,238 | $72,071-56.7% | $68,368-54.3% | $137,256-77.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 26.00% | 353.14%-327.1pp | 292.57%-266.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,749 | $2,788-1.4% | $2,649+3.8% | $4,156-33.8% |
| Participant deferral / active EE | $6,906 | $4,410+56.6% | $4,123+67.5% | $6,407+7.8% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |