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 | $66,734 | $152,587-56.3% | $125,175-46.7% | $152,870-56.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.58% | 54.84%-35.3pp | 43.79%-24.2pp | 345.34%-325.8pp |
| Employer contribution / active EE | $3,152 | $4,946-36.3% | $3,865-18.5% | $4,763-33.8% |
| Participant deferral / active EE | $5,082 | $5,868-13.4% | $4,937+2.9% | $5,850-13.1% |
| Admin fee / account holder | $292 | $13,434-97.8% | $9,702-97.0% | $11,597-97.5% |