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 | $78,557 | $155,555-49.5% | $146,866-46.5% | $155,188-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.04% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $5,239 | $4,647+12.8% | $4,425+18.4% | $4,248+23.3% |
| Participant deferral / active EE | $12,595 | $8,044+56.6% | $7,759+62.3% | $6,531+92.8% |
| Admin fee / account holder | $78 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |