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 | $69,560 | $168,635-58.8% | $147,617-52.9% | $125,389-44.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.62% | 77.65%-75.0pp | 61.98%-59.4pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,654 | $6,252-57.5% | $5,564-52.3% | $4,866-45.5% |
| Participant deferral / active EE | $7,479 | $5,507+35.8% | $4,895+52.8% | $5,352+39.7% |
| Admin fee / account holder | -$142 | $13,580-101.0% | $11,612-101.2% | $9,541-101.5% |