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 | $42,703 | $97,289-56.1% | $92,805-54.0% | $155,188-72.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.93% | 29.03%-6.1pp | 31.59%-8.7pp | 148.84%-125.9pp |
| Employer contribution / active EE | $4,226 | $3,632+16.3% | $3,424+23.4% | $4,248-0.5% |
| Participant deferral / active EE | $10,537 | $8,795+19.8% | $8,448+24.7% | $6,531+61.3% |
| Admin fee / account holder | $56 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |