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 | $80,953 | $141,004-42.6% | $112,273-27.9% | $139,466-42.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.31% | 32.75%-15.4pp | 30.23%-12.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $14,159 | $4,285+230.4% | $3,431+312.6% | $4,754+197.8% |
| Participant deferral / active EE | $9,339 | $5,878+58.9% | $4,800+94.6% | $6,712+39.1% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |