Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,506 | $117,829-46.1% | $102,423-38.0% | $145,877-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.81% | 31.83%-1.0pp | 29.42%+1.4pp | 551.28%-520.5pp |
| Employer contribution / active EE | $5,326 | $3,615+47.3% | $3,023+76.2% | $4,663+14.2% |
| Participant deferral / active EE | $6,049 | $5,732+5.5% | $5,054+19.7% | $6,691-9.6% |
| Admin fee / account holder | $145 | $13,335-98.9% | $9,455-98.5% | $13,402-98.9% |