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 | $76,451 | $172,111-55.6% | $150,298-49.1% | $137,256-44.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,688 | $4,636-63.6% | $4,154-59.4% | $4,156-59.4% |
| Participant deferral / active EE | $3,933 | $6,166-36.2% | $5,453-27.9% | $6,407-38.6% |
| Admin fee / account holder | $43 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |