Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,330 | $185,312-66.4% | $161,489-61.4% | $154,746-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.20% | 103.84%-77.6pp | 89.72%-63.5pp | 172.34%-146.1pp |
| Employer contribution / active EE | $9,263 | $4,769+94.2% | $4,268+117.0% | $4,379+111.5% |
| Participant deferral / active EE | $6,492 | $6,350+2.2% | $5,630+15.3% | $6,730-3.5% |
| Admin fee / account holder | $65 | $18,654-99.7% | $16,006-99.6% | $14,365-99.5% |