Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,949 | $154,228-72.2% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.42% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $7,934 | $4,804+65.2% | $4,554+74.2% | $4,156+90.9% |
| Participant deferral / active EE | $6,249 | $8,216-23.9% | $7,897-20.9% | $6,407-2.5% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |