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 | $55,592 | $174,379-68.1% | $152,093-63.4% | $138,895-60.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.87% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,658 | $4,652+0.1% | $4,175+11.6% | $4,194+11.1% |
| Participant deferral / active EE | $5,636 | $6,159-8.5% | $5,451+3.4% | $6,396-11.9% |
| Admin fee / account holder | $114 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |