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 | $58,537 | $107,666-45.6% | $102,184-42.7% | $154,746-62.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.62% | 29.33%-6.7pp | 31.58%-9.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $4,472 | $3,846+16.3% | $3,594+24.4% | $4,379+2.1% |
| Participant deferral / active EE | $18,873 | $8,719+116.5% | $8,309+127.1% | $6,730+180.4% |
| Admin fee / account holder | $166 | $12,943-98.7% | $11,609-98.6% | $14,365-98.8% |