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 | $64,102 | $225,673-71.6% | $203,872-68.6% | $155,188-58.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.15% | 95.91%-80.8pp | 85.11%-70.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $5,508 | $4,099+34.4% | $3,757+46.6% | $4,248+29.7% |
| Participant deferral / active EE | $7,009 | $6,893+1.7% | $6,388+9.7% | $6,531+7.3% |
| Admin fee / account holder | $100 | $12,327-99.2% | $11,730-99.1% | $14,480-99.3% |