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 | $42,334 | $178,174-76.2% | $156,181-72.9% | $137,256-69.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.10% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,686 | $4,972-46.0% | $4,294-37.4% | $4,156-35.4% |
| Participant deferral / active EE | $4,121 | $6,888-40.2% | $6,132-32.8% | $6,407-35.7% |
| Admin fee / account holder | $97 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |