Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,941 | $165,381-72.8% | $149,730-70.0% | $158,966-71.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.56% | 348.29%-328.7pp | 276.70%-257.1pp | 302.95%-283.4pp |
| Employer contribution / active EE | $3,755 | $5,104-26.4% | $4,645-19.2% | $4,762-21.2% |
| Participant deferral / active EE | $6,464 | $7,182-10.0% | $6,843-5.5% | $5,983+8.0% |
| Admin fee / account holder | $53 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |