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 | $62,808 | $183,539-65.8% | $155,556-59.6% | $145,897-57.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $5,690 | $5,315+7.1% | $4,675+21.7% | $4,663+22.0% |
| Participant deferral / active EE | $5,064 | $6,467-21.7% | $5,631-10.1% | $6,689-24.3% |
| Admin fee / account holder | $204 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |