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 | $61,387 | $100,970-39.2% | $96,576-36.4% | $137,256-55.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.74% | 38.16%-14.4pp | 38.47%-14.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,458 | $3,809-9.2% | $3,553-2.7% | $4,156-16.8% |
| Participant deferral / active EE | $17,205 | $8,286+107.6% | $7,956+116.2% | $6,407+168.5% |
| Admin fee / account holder | $69 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |