Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,522 | $165,381-62.8% | $149,730-58.9% | $158,966-61.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.04% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-282.9pp |
| Employer contribution / active EE | $6,141 | $5,104+20.3% | $4,645+32.2% | $4,762+28.9% |
| Participant deferral / active EE | $3,279 | $7,182-54.3% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $161 | $10,809-98.5% | $9,310-98.3% | $11,250-98.6% |