Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,190 | $223,823-66.9% | $211,142-64.9% | $154,746-52.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.27% | 50.39%-33.1pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,267 | $6,787-66.6% | $6,442-64.8% | $4,379-48.2% |
| Participant deferral / active EE | $18,868 | $9,750+93.5% | $9,284+103.2% | $6,730+180.3% |
| Admin fee / account holder | $70 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |