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 | $79,066 | $103,038-23.3% | $90,324-12.5% | $152,909-48.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.42% | 95.25%-71.8pp | 78.15%-54.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,900 | $3,141+24.2% | $2,856+36.6% | $4,764-18.1% |
| Participant deferral / active EE | $2,383 | $4,282-44.3% | $3,885-38.7% | $5,851-59.3% |
| Admin fee / account holder | $9 | $6,177-99.9% | $5,356-99.8% | $11,601-99.9% |