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 | $58,322 | $100,970-42.2% | $96,576-39.6% | $137,256-57.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.81% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,714 | $3,809-28.8% | $3,553-23.6% | $4,156-34.7% |
| Participant deferral / active EE | $7,595 | $8,286-8.3% | $7,956-4.5% | $6,407+18.5% |
| Admin fee / account holder | $120 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |