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 | $48,970 | $154,228-68.2% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.81% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,832 | $4,804-41.0% | $4,554-37.8% | $4,156-31.9% |
| Participant deferral / active EE | $11,021 | $8,216+34.1% | $7,897+39.5% | $6,407+72.0% |
| Admin fee / account holder | $36 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |