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 | $22,394 | $84,570-73.5% | $85,946-73.9% | $155,188-85.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 25.40% | 35.96%-10.6pp | 31.33%-5.9pp | 148.84%-123.4pp |
| Employer contribution / active EE | $3,347 | $4,651-28.0% | $4,539-26.3% | $4,248-21.2% |
| Participant deferral / active EE | $5,246 | $5,847-10.3% | $5,465-4.0% | $6,531-19.7% |
| Admin fee / account holder | $39 | $12,225-99.7% | $11,250-99.7% | $14,480-99.7% |