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 | $73,946 | $124,425-40.6% | $112,040-34.0% | $137,256-46.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.03% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $6,075 | $3,411+78.1% | $2,954+105.7% | $4,156+46.2% |
| Participant deferral / active EE | $18,154 | $5,718+217.5% | $5,098+256.1% | $6,407+183.4% |
| Admin fee / account holder | $90 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |