Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,887 | $172,111-55.9% | $150,298-49.5% | $137,256-44.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,801 | $4,636-61.1% | $4,154-56.6% | $4,156-56.7% |
| Participant deferral / active EE | $4,412 | $6,166-28.5% | $5,453-19.1% | $6,407-31.1% |
| Admin fee / account holder | $212 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |