Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,011 | $185,141-50.3% | $153,416-40.0% | $155,188-40.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.55% | 18.72%-3.2pp | 17.84%-2.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $3,407 | $4,489-24.1% | $3,764-9.5% | $4,248-19.8% |
| Participant deferral / active EE | $15,500 | $5,477+183.0% | $4,723+228.2% | $6,531+137.3% |
| Admin fee / account holder | $14 | $16,005-99.9% | $13,095-99.9% | $14,480-99.9% |