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 | $55,942 | $196,972-71.6% | $182,262-69.3% | $198,609-71.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.72% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $3,613 | $5,364-32.6% | $5,046-28.4% | $5,055-28.5% |
| Participant deferral / active EE | $8,979 | $8,643+3.9% | $8,276+8.5% | $6,977+28.7% |
| Admin fee / account holder | $275 | $18,429-98.5% | $16,712-98.4% | $19,030-98.6% |