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 | $45,534 | $156,398-70.9% | $147,318-69.1% | $138,895-67.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.73% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,303 | $4,853-31.9% | $4,593-28.1% | $4,194-21.3% |
| Participant deferral / active EE | $10,792 | $8,237+31.0% | $7,906+36.5% | $6,396+68.7% |
| Admin fee / account holder | $89 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |