Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,877 | $172,111-63.5% | $150,298-58.2% | $137,256-54.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.96% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,285 | $4,636-50.7% | $4,154-45.0% | $4,156-45.0% |
| Participant deferral / active EE | $6,200 | $6,166+0.6% | $5,453+13.7% | $6,407-3.2% |
| Admin fee / account holder | $159 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |