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 | $50,279 | $154,228-67.4% | $145,433-65.4% | $137,256-63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.40% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $10,232 | $4,804+113.0% | $4,554+124.7% | $4,156+146.2% |
| Participant deferral / active EE | $16,564 | $8,216+101.6% | $7,897+109.7% | $6,407+158.5% |
| Admin fee / account holder | $99 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |