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 | $65,717 | $155,555-57.8% | $146,866-55.3% | $155,188-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.54% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $4,663 | $4,647+0.3% | $4,425+5.4% | $4,248+9.8% |
| Participant deferral / active EE | $13,233 | $8,044+64.5% | $7,759+70.5% | $6,531+102.6% |
| Admin fee / account holder | $254 | $14,755-98.3% | $13,620-98.1% | $14,480-98.2% |