Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,369 | $156,398-46.1% | $147,318-42.7% | $138,895-39.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.97% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,313 | $4,853-52.3% | $4,593-49.6% | $4,194-44.9% |
| Participant deferral / active EE | $6,262 | $8,237-24.0% | $7,906-20.8% | $6,396-2.1% |
| Admin fee / account holder | $181 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |