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 | $79,104 | $105,864-25.3% | $90,162-12.3% | $147,585-46.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.65% | 37.63%-21.0pp | 34.88%-18.2pp | 578.57%-561.9pp |
| Employer contribution / active EE | $6,311 | $4,126+53.0% | $3,318+90.2% | $4,876+29.4% |
| Participant deferral / active EE | $2,987 | $5,733-47.9% | $5,287-43.5% | $5,439-45.1% |
| Admin fee / account holder | $18 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |