Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,598 | $154,228-48.4% | $145,433-45.3% | $137,256-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,253 | $4,804-32.3% | $4,554-28.6% | $4,156-21.7% |
| Participant deferral / active EE | $3,411 | $8,216-58.5% | $7,897-56.8% | $6,407-46.8% |
| Admin fee / account holder | $91 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |