Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,787 | $123,155-53.9% | $108,753-47.8% | $155,188-63.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.20% | 44.73%-25.5pp | 37.47%-18.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $5,306 | $2,811+88.7% | $2,427+118.6% | $4,248+24.9% |
| Participant deferral / active EE | $2,306 | $4,623-50.1% | $4,115-44.0% | $6,531-64.7% |
| Admin fee / account holder | $119 | $12,126-99.0% | $10,320-98.8% | $14,480-99.2% |