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 | $75,689 | $232,540-67.5% | $185,117-59.1% | $147,585-48.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.06% | 43.03%-29.0pp | 40.50%-26.4pp | 578.58%-564.5pp |
| Employer contribution / active EE | $4,973 | $5,195-4.3% | $4,182+18.9% | $4,876+2.0% |
| Participant deferral / active EE | $5,712 | $5,834-2.1% | $5,045+13.2% | $5,439+5.0% |
| Admin fee / account holder | $215 | $10,275-97.9% | $8,159-97.4% | $10,886-98.0% |