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 | $38,594 | $185,312-79.2% | $161,489-76.1% | $154,746-75.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.69% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,939 | $4,769-38.4% | $4,268-31.1% | $4,379-32.9% |
| Participant deferral / active EE | $9,391 | $6,350+47.9% | $5,630+66.8% | $6,730+39.5% |
| Admin fee / account holder | $75 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |