Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,499 | $136,860-49.2% | $120,344-42.2% | $154,746-55.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.60% | 21.38%-5.8pp | 20.30%-4.7pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,175 | $3,533+131.4% | $3,020+170.7% | $4,379+86.7% |
| Participant deferral / active EE | $8,074 | $5,793+39.4% | $5,135+57.2% | $6,730+20.0% |
| Admin fee / account holder | -$350 | $15,393-102.3% | $12,742-102.7% | $14,365-102.4% |