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 | $61,224 | $212,386-71.2% | $199,883-69.4% | $138,895-55.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.31% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,490 | $6,625-62.4% | $6,261-60.2% | $4,194-40.6% |
| Participant deferral / active EE | $27,225 | $9,617+183.1% | $9,138+197.9% | $6,396+325.6% |
| Admin fee / account holder | $281 | $18,233-98.5% | $17,268-98.4% | $12,562-97.8% |