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 | $60,694 | $155,555-61.0% | $146,866-58.7% | $155,188-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.43% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $18,638 | $4,647+301.1% | $4,425+321.2% | $4,248+338.8% |
| Participant deferral / active EE | $35,871 | $8,044+345.9% | $7,759+362.3% | $6,531+449.2% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |