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 | $24,307 | $209,336-88.4% | $197,124-87.7% | $137,256-82.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.84% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,181 | $6,591-6.2% | $6,227-0.7% | $4,156+48.7% |
| Participant deferral / active EE | $10,112 | $9,614+5.2% | $9,135+10.7% | $6,407+57.8% |
| Admin fee / account holder | $287 | $17,308-98.3% | $16,298-98.2% | $12,270-97.7% |