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 | $28,497 | $155,555-81.7% | $146,866-80.6% | $155,188-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.18% | 115.41%-90.2pp | 102.85%-77.7pp | 148.84%-123.7pp |
| Employer contribution / active EE | $6,665 | $4,647+43.4% | $4,425+50.6% | $4,248+56.9% |
| Participant deferral / active EE | $7,460 | $8,044-7.3% | $7,759-3.9% | $6,531+14.2% |
| Admin fee / account holder | $43 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |