Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,631 | $211,224-44.3% | $178,505-34.1% | $145,897-19.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.64% | 30.28%-3.6pp | 27.16%-0.5pp | 552.29%-525.7pp |
| Employer contribution / active EE | $3,087 | $4,577-32.5% | $3,955-21.9% | $4,663-33.8% |
| Participant deferral / active EE | $8,100 | $6,966+16.3% | $6,280+29.0% | $6,689+21.1% |
| Admin fee / account holder | $38 | $12,109-99.7% | $10,428-99.6% | $13,390-99.7% |