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 | $26,638 | $156,398-83.0% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.91% | 78.75%-53.8pp | 70.43%-45.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $2,470 | $4,853-49.1% | $4,593-46.2% | $4,194-41.1% |
| Participant deferral / active EE | $13,009 | $8,237+57.9% | $7,906+64.5% | $6,396+103.4% |
| Admin fee / account holder | $69 | $14,976-99.5% | $13,708-99.5% | $12,562-99.5% |