Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,713 | $97,125-41.6% | $86,233-34.2% | $137,256-58.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.64% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,730 | $2,841-3.9% | $2,504+9.0% | $4,156-34.3% |
| Participant deferral / active EE | $11,379 | $5,180+119.7% | $4,559+149.6% | $6,407+77.6% |
| Admin fee / account holder | $69 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |