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 | $20,530 | $181,062-88.7% | $158,223-87.0% | $155,188-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.51% | 57.39%-34.9pp | 52.09%-29.6pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,977 | $4,565-56.7% | $4,109-51.9% | $4,248-53.5% |
| Participant deferral / active EE | $4,333 | $6,134-29.4% | $5,467-20.7% | $6,531-33.7% |
| Admin fee / account holder | $26 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |