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 | $50,128 | $155,555-67.8% | $146,866-65.9% | $155,188-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.78% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,720 | $4,647-63.0% | $4,425-61.1% | $4,248-59.5% |
| Participant deferral / active EE | $9,185 | $8,044+14.2% | $7,759+18.4% | $6,531+40.6% |
| Admin fee / account holder | $180 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |