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 | $21,728 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.62% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,823 | $4,804-62.0% | $4,554-60.0% | $4,156-56.1% |
| Participant deferral / active EE | $6,020 | $8,216-26.7% | $7,897-23.8% | $6,407-6.0% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |