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 | $61,031 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.53% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,210 | $4,804-33.2% | $4,554-29.5% | $4,156-22.8% |
| Participant deferral / active EE | $10,057 | $8,216+22.4% | $7,897+27.3% | $6,407+57.0% |
| Admin fee / account holder | $119 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |