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 | $58,550 | $117,846-50.3% | $102,434-42.8% | $145,884-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.76% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,427 | $3,615+50.1% | $3,023+79.5% | $4,662+16.4% |
| Participant deferral / active EE | $6,056 | $5,733+5.6% | $5,055+19.8% | $6,690-9.5% |
| Admin fee / account holder | $252 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |