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 | $54,639 | $148,623-63.2% | $135,974-59.8% | $139,466-60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.48% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,255 | $5,246-38.0% | $4,859-33.0% | $4,754-31.5% |
| Participant deferral / active EE | $10,935 | $8,103+35.0% | $7,760+40.9% | $6,712+62.9% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |