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 | $56,129 | $154,228-63.6% | $145,433-61.4% | $137,256-59.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.91% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,408 | $4,804+12.6% | $4,554+18.7% | $4,156+30.1% |
| Participant deferral / active EE | $15,880 | $8,216+93.3% | $7,897+101.1% | $6,407+147.9% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |