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 | $69,355 | $162,821-57.4% | $133,978-48.2% | $158,982-56.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.41% | 41.95%-24.5pp | 45.10%-27.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $8,215 | $4,976+65.1% | $3,919+109.6% | $4,763+72.5% |
| Participant deferral / active EE | $9,720 | $5,910+64.5% | $5,047+92.6% | $5,983+62.4% |
| Admin fee / account holder | $26 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |