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 | $27,835 | $181,062-84.6% | $158,223-82.4% | $155,188-82.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.14% | 57.39%-41.2pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,471 | $4,565-24.0% | $4,109-15.5% | $4,248-18.3% |
| Participant deferral / active EE | $6,862 | $6,134+11.9% | $5,467+25.5% | $6,531+5.1% |
| Admin fee / account holder | $40 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |