Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,224 | $97,289-50.4% | $92,805-48.0% | $155,188-68.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.16% | 29.03%-6.9pp | 31.59%-9.4pp | 148.84%-126.7pp |
| Employer contribution / active EE | $5,207 | $3,632+43.4% | $3,424+52.1% | $4,248+22.6% |
| Participant deferral / active EE | $8,992 | $8,795+2.2% | $8,448+6.4% | $6,531+37.7% |
| Admin fee / account holder | $112 | $12,015-99.1% | $10,911-99.0% | $14,480-99.2% |