Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,936 | $154,228-79.9% | $145,433-78.7% | $137,256-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,744 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $2,988 | $8,216-63.6% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $157 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |