Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,007 | $154,193-53.9% | $130,045-45.4% | $139,466-49.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.27% | 32.51%-12.2pp | -137.30%+157.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $4,782 | $5,292-9.6% | $4,321+10.7% | $4,754+0.6% |
| Participant deferral / active EE | $12,395 | $6,709+84.8% | $5,820+113.0% | $6,712+84.7% |
| Admin fee / account holder | $12 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |