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 | $83,058 | $85,024-2.3% | $70,544+17.7% | $139,466-40.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 22.51% | 30.39%-7.9pp | 32.79%-10.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $5,009 | $3,912+28.0% | $2,976+68.3% | $4,754+5.4% |
| Participant deferral / active EE | $12,725 | $5,891+116.0% | $4,568+178.6% | $6,712+89.6% |
| Admin fee / account holder | $52 | $8,928-99.4% | $6,427-99.2% | $11,409-99.5% |