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 | $54,726 | $154,228-64.5% | $145,433-62.4% | $137,256-60.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.50% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $5,195 | $4,804+8.1% | $4,554+14.1% | $4,156+25.0% |
| Participant deferral / active EE | $13,789 | $8,216+67.8% | $7,897+74.6% | $6,407+115.2% |
| Admin fee / account holder | $281 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |