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 | $55,121 | $197,637-72.1% | $177,848-69.0% | $158,982-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.52% | 58.77%-42.2pp | 48.33%-31.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,886 | $6,698-56.9% | $5,919-51.2% | $4,763-39.4% |
| Participant deferral / active EE | $18,633 | $8,405+121.7% | $7,714+141.6% | $5,983+211.4% |
| Admin fee / account holder | $295 | $15,406-98.1% | $12,431-97.6% | $11,252-97.4% |