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 | $73,911 | $155,555-52.5% | $146,866-49.7% | $155,188-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.15% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,135 | $4,647-32.5% | $4,425-29.1% | $4,248-26.2% |
| Participant deferral / active EE | $16,550 | $8,044+105.7% | $7,759+113.3% | $6,531+153.4% |
| Admin fee / account holder | $163 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |