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 | $51,813 | $156,398-66.9% | $147,318-64.8% | $138,895-62.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 78.16% | 78.75%-0.6pp | 70.43%+7.7pp | 145.39%-67.2pp |
| Employer contribution / active EE | $4,071 | $4,853-16.1% | $4,593-11.4% | $4,194-2.9% |
| Participant deferral / active EE | $13,725 | $8,237+66.6% | $7,906+73.6% | $6,396+114.6% |
| Admin fee / account holder | $9 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |