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 | $34,054 | $155,555-78.1% | $146,866-76.8% | $155,188-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 75.95% | 115.41%-39.5pp | 102.85%-26.9pp | 148.84%-72.9pp |
| Employer contribution / active EE | $5,307 | $4,647+14.2% | $4,425+19.9% | $4,248+24.9% |
| Participant deferral / active EE | $7,933 | $8,044-1.4% | $7,759+2.2% | $6,531+21.5% |
| Admin fee / account holder | $30 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |