Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,176 | $217,432-66.3% | $185,851-60.6% | $167,553-56.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.37% | 148.43%-134.1pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $6,713 | $5,874+14.3% | $5,168+29.9% | $4,840+38.7% |
| Participant deferral / active EE | $4,085 | $6,357-35.7% | $5,569-26.6% | $6,343-35.6% |
| Admin fee / account holder | $67 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |