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 | $50,520 | $181,062-72.1% | $158,223-68.1% | $155,188-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.04% | 57.39%-36.3pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $6,287 | $4,565+37.7% | $4,109+53.0% | $4,248+48.0% |
| Participant deferral / active EE | $12,966 | $6,134+111.4% | $5,467+137.2% | $6,531+98.5% |
| Admin fee / account holder | $48 | $18,825-99.7% | $16,047-99.7% | $14,480-99.7% |