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 | $39,710 | $174,379-77.2% | $152,093-73.9% | $138,895-71.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.50% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $3,190 | $4,652-31.4% | $4,175-23.6% | $4,194-23.9% |
| Participant deferral / active EE | $6,538 | $6,159+6.2% | $5,451+19.9% | $6,396+2.2% |
| Admin fee / account holder | $269 | $16,880-98.4% | $14,497-98.1% | $12,562-97.9% |