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 | $89,956 | $99,380-9.5% | $90,312-0.4% | $155,188-42.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 25.40% | 19.35%+6.1pp | 18.90%+6.5pp | 148.84%-123.4pp |
| Employer contribution / active EE | $1,338 | $2,390-44.0% | $2,243-40.4% | $4,248-68.5% |
| Participant deferral / active EE | $17,750 | $4,212+321.5% | $3,749+373.4% | $6,531+171.8% |
| Admin fee / account holder | $20 | $9,766-99.8% | $8,248-99.8% | $14,480-99.9% |