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 | $43,637 | $111,814-61.0% | $103,378-57.8% | $145,978-70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.19% | 24.80%+0.4pp | 24.91%+0.3pp | 550.52%-525.3pp |
| Employer contribution / active EE | $9,307 | $4,215+120.8% | $3,870+140.5% | $4,662+99.6% |
| Participant deferral / active EE | $11,276 | $5,618+100.7% | $5,058+122.9% | $6,690+68.6% |
| Admin fee / account holder | $221 | $9,764-97.7% | $8,401-97.4% | $13,400-98.4% |