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 | $75,452 | $152,612-50.6% | $125,192-39.7% | $152,897-50.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.10% | 54.85%-33.7pp | 43.79%-22.7pp | 345.43%-324.3pp |
| Employer contribution / active EE | $12,586 | $4,947+154.4% | $3,866+225.6% | $4,764+164.2% |
| Participant deferral / active EE | $10,199 | $5,868+73.8% | $4,937+106.6% | $5,851+74.3% |
| Admin fee / account holder | $262 | $13,437-98.1% | $9,704-97.3% | $11,599-97.7% |