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 | $60,117 | $123,155-51.2% | $108,753-44.7% | $155,188-61.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.43% | 44.73%-36.3pp | 37.47%-29.0pp | 148.84%-140.4pp |
| Employer contribution / active EE | $8,738 | $2,811+210.8% | $2,427+260.1% | $4,248+105.7% |
| Participant deferral / active EE | $3,855 | $4,623-16.6% | $4,115-6.3% | $6,531-41.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |