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 | $58,514 | $148,629-60.6% | $135,982-57.0% | $139,487-58.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.03% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2,563 | $5,247-51.1% | $4,859-47.2% | $4,755-46.1% |
| Participant deferral / active EE | $6,065 | $8,102-25.1% | $7,760-21.8% | $6,713-9.7% |
| Admin fee / account holder | $101 | $12,406-99.2% | $10,767-99.1% | $11,407-99.1% |