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 | $25,660 | $172,111-85.1% | $150,298-82.9% | $137,256-81.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.15% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,096 | $4,636-54.8% | $4,154-49.5% | $4,156-49.6% |
| Participant deferral / active EE | $2,910 | $6,166-52.8% | $5,453-46.6% | $6,407-54.6% |
| Admin fee / account holder | $248 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |