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 | $36,643 | $172,111-78.7% | $150,298-75.6% | $137,256-73.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.34% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,544 | $4,636+62.7% | $4,154+81.6% | $4,156+81.5% |
| Participant deferral / active EE | $6,136 | $6,166-0.5% | $5,453+12.5% | $6,407-4.2% |
| Admin fee / account holder | $165 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |