Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,950 | $111,878-34.8% | $93,727-22.2% | $145,897-50.0% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 13.29% | 204.28%-191.0pp | 133.83%-120.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,962 | $3,092-4.2% | $2,421+22.3% | $4,663-36.5% |
| Participant deferral / active EE | $6,413 | $4,920+30.3% | $4,417+45.2% | $6,689-4.1% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |