Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,628 | $213,785-75.9% | $185,441-72.2% | $155,188-66.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.17% | 19.97%-0.8pp | 20.16%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,153 | $5,393-41.5% | $4,672-32.5% | $4,248-25.8% |
| Participant deferral / active EE | $8,928 | $6,864+30.1% | $6,152+45.1% | $6,531+36.7% |
| Admin fee / account holder | $64 | $21,134-99.7% | $17,890-99.6% | $14,480-99.6% |