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 | $75,050 | $110,212-31.9% | $96,534-22.3% | $139,466-46.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.07% | 26.42%-1.3pp | 25.88%-0.8pp | 373.66%-348.6pp |
| Employer contribution / active EE | $8,977 | $3,620+148.0% | $2,965+202.7% | $4,754+88.8% |
| Participant deferral / active EE | $15,217 | $5,547+174.3% | $4,851+213.7% | $6,712+126.7% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |