Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,261 | $97,289-66.8% | $92,805-65.2% | $155,188-79.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.19% | 29.03%-9.8pp | 31.59%-12.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,434 | $3,632-33.0% | $3,424-28.9% | $4,248-42.7% |
| Participant deferral / active EE | $6,722 | $8,795-23.6% | $8,448-20.4% | $6,531+2.9% |
| Admin fee / account holder | $89 | $12,015-99.3% | $10,911-99.2% | $14,480-99.4% |