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 | $43,407 | $156,398-72.2% | $147,318-70.5% | $138,895-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.34% | 78.75%-54.4pp | 70.43%-46.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $5,555 | $4,853+14.4% | $4,593+20.9% | $4,194+32.4% |
| Participant deferral / active EE | $11,384 | $8,237+38.2% | $7,906+44.0% | $6,396+78.0% |
| Admin fee / account holder | $96 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |