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 | $49,413 | $185,312-73.3% | $161,489-69.4% | $154,746-68.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.25% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,390 | $4,769-7.9% | $4,268+2.9% | $4,379+0.3% |
| Participant deferral / active EE | $5,477 | $6,350-13.7% | $5,630-2.7% | $6,730-18.6% |
| Admin fee / account holder | $45 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |