Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,872 | $110,240-61.1% | $96,544-55.6% | $139,487-69.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.39% | 26.41%-12.0pp | 25.88%-11.5pp | 373.84%-359.4pp |
| Employer contribution / active EE | $5,969 | $3,622+64.8% | $2,966+101.2% | $4,755+25.5% |
| Participant deferral / active EE | $6,589 | $5,549+18.7% | $4,851+35.8% | $6,713-1.8% |
| Admin fee / account holder | $170 | $11,602-98.5% | $8,254-97.9% | $11,407-98.5% |