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 | $71,281 | $110,307-35.4% | $96,576-26.2% | $139,456-48.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.48% | 26.40%-11.9pp | 25.87%-11.4pp | 373.45%-359.0pp |
| Employer contribution / active EE | $4,272 | $3,619+18.0% | $2,965+44.1% | $4,753-10.1% |
| Participant deferral / active EE | $4,115 | $5,547-25.8% | $4,851-15.2% | $6,711-38.7% |
| Admin fee / account holder | $165 | $11,597-98.6% | $8,253-98.0% | $11,407-98.6% |