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 | $69,764 | $148,623-53.1% | $135,974-48.7% | $139,466-50.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 20.61% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.1pp |
| Employer contribution / active EE | $6,798 | $5,246+29.6% | $4,859+39.9% | $4,754+43.0% |
| Participant deferral / active EE | $15,133 | $8,103+86.8% | $7,760+95.0% | $6,712+125.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |