Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,520 | $154,228-54.9% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.77% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,710 | $4,804-43.6% | $4,554-40.5% | $4,156-34.8% |
| Participant deferral / active EE | $4,512 | $8,216-45.1% | $7,897-42.9% | $6,407-29.6% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |