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 | $162,136-65.5% | $152,301-63.3% | $154,746-63.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.72% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,613 | $4,890-26.1% | $4,624-21.9% | $4,379-17.5% |
| Participant deferral / active EE | $8,979 | $8,341+7.7% | $8,004+12.2% | $6,730+33.4% |
| Admin fee / account holder | $275 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |