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 | $68,350 | $225,673-69.7% | $203,872-66.5% | $155,188-56.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.96% | 95.91%-80.9pp | 85.11%-70.1pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,336 | $4,099-43.0% | $3,757-37.8% | $4,248-45.0% |
| Participant deferral / active EE | $12,644 | $6,893+83.4% | $6,388+97.9% | $6,531+93.6% |
| Admin fee / account holder | $119 | $12,327-99.0% | $11,730-99.0% | $14,480-99.2% |