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 | $45,188 | $154,228-70.7% | $145,433-68.9% | $137,256-67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.43% | 74.59%-50.2pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,999 | $4,804-37.6% | $4,554-34.2% | $4,156-27.8% |
| Participant deferral / active EE | $16,013 | $8,216+94.9% | $7,897+102.8% | $6,407+149.9% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |