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 | $36,158 | $208,088-82.6% | $186,193-80.6% | $154,746-76.6% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 21.68% | 89.97%-68.3pp | 78.03%-56.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $3,362 | $4,340-22.5% | $3,918-14.2% | $4,379-23.2% |
| Participant deferral / active EE | $6,725 | $7,078-5.0% | $6,513+3.2% | $6,730-0.1% |
| Admin fee / account holder | $63 | $11,698-99.5% | $11,058-99.4% | $14,365-99.6% |