Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,704 | $211,224-67.9% | $178,505-62.1% | $145,897-53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.67% | 30.28%+10.4pp | 27.16%+13.5pp | 552.29%-511.6pp |
| Employer contribution / active EE | $10,588 | $4,577+131.4% | $3,955+167.7% | $4,663+127.1% |
| Participant deferral / active EE | $6,217 | $6,966-10.7% | $6,280-1.0% | $6,689-7.1% |
| Admin fee / account holder | $267 | $12,109-97.8% | $10,428-97.4% | $13,390-98.0% |