Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,275 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.97% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,367 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $3,665 | $8,216-55.4% | $7,897-53.6% | $6,407-42.8% |
| Admin fee / account holder | $182 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |