Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,597 | $185,312-85.6% | $161,489-83.5% | $154,746-82.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.33% | 103.84%-78.5pp | 89.72%-64.4pp | 172.34%-147.0pp |
| Employer contribution / active EE | $3,507 | $4,769-26.5% | $4,268-17.8% | $4,379-19.9% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $162 | $18,654-99.1% | $16,006-99.0% | $14,365-98.9% |