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 | $28,869 | $155,555-81.4% | $146,866-80.3% | $155,188-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.10% | 115.41%-96.3pp | 102.85%-83.8pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,944 | $4,647-15.1% | $4,425-10.9% | $4,248-7.1% |
| Participant deferral / active EE | $4,816 | $8,044-40.1% | $7,759-37.9% | $6,531-26.3% |
| Admin fee / account holder | $92 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |