Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,193 | $127,387-47.3% | $115,038-41.6% | $125,389-46.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.12% | 31.28%-28.2pp | 26.14%-23.0pp | 282.24%-279.1pp |
| Employer contribution / active EE | $13,042 | $5,166+152.5% | $4,608+183.0% | $4,866+168.0% |
| Participant deferral / active EE | $16,159 | $6,423+151.6% | $6,026+168.1% | $5,352+201.9% |
| Admin fee / account holder | -$36 | $9,516-100.4% | $8,175-100.4% | $9,541-100.4% |