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 | $56,754 | $157,304-63.9% | $141,197-59.8% | $152,909-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.76% | 64.34%-47.6pp | 71.41%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $20,706 | $5,263+293.5% | $4,736+337.2% | $4,764+334.6% |
| Participant deferral / active EE | $11,325 | $7,111+59.3% | $6,710+68.8% | $5,851+93.5% |
| Admin fee / account holder | $267 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |