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 | $60,833 | $77,419-21.4% | $69,461-12.4% | $152,885-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.97% | 39.07%-17.1pp | 28.97%-7.0pp | 345.39%-323.4pp |
| Employer contribution / active EE | $4,235 | $3,315+27.7% | $2,779+52.4% | $4,763-11.1% |
| Participant deferral / active EE | $8,342 | $4,414+89.0% | $3,536+135.9% | $5,851+42.6% |
| Admin fee / account holder | $73 | $6,207-98.8% | $3,840-98.1% | $11,598-99.4% |