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 | $60,145 | $201,370-70.1% | $184,256-67.4% | $145,897-58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 29.05%-9.0pp | 28.85%-8.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $3,328 | $7,024-52.6% | $6,427-48.2% | $4,663-28.6% |
| Participant deferral / active EE | $5,430 | $9,808-44.6% | $9,133-40.5% | $6,689-18.8% |
| Admin fee / account holder | $15 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |