Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,137 | $181,062-83.9% | $158,223-81.6% | $155,188-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.63% | 57.39%-32.8pp | 52.09%-27.5pp | 148.84%-124.2pp |
| Employer contribution / active EE | $5,338 | $4,565+16.9% | $4,109+29.9% | $4,248+25.7% |
| Participant deferral / active EE | $5,441 | $6,134-11.3% | $5,467-0.5% | $6,531-16.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |