Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,561 | $155,555-59.1% | $146,866-56.7% | $155,188-59.0% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 22.48% | 115.41%-92.9pp | 102.85%-80.4pp | 148.84%-126.4pp |
| Employer contribution / active EE | $8,164 | $4,647+75.7% | $4,425+84.5% | $4,248+92.2% |
| Participant deferral / active EE | $8,975 | $8,044+11.6% | $7,759+15.7% | $6,531+37.4% |
| Admin fee / account holder | $59 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |