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 | $57,751 | $114,119-49.4% | $107,187-46.1% | $138,895-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.44% | 273.21%-251.8pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $5,256 | $4,059+29.5% | $3,782+39.0% | $4,194+25.3% |
| Participant deferral / active EE | $11,700 | $5,538+111.3% | $5,096+129.6% | $6,396+82.9% |
| Admin fee / account holder | $111 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |