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 | $68,447 | $181,062-62.2% | $158,223-56.7% | $155,188-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.86% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,436 | $4,565-68.5% | $4,109-65.1% | $4,248-66.2% |
| Participant deferral / active EE | $7,969 | $6,134+29.9% | $5,467+45.8% | $6,531+22.0% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |