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 | $81,741 | $183,627-55.5% | $155,602-47.5% | $145,978-44.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.81% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,823 | $5,316-46.9% | $4,675-39.6% | $4,662-39.4% |
| Participant deferral / active EE | $7,523 | $6,466+16.3% | $5,629+33.6% | $6,690+12.5% |
| Admin fee / account holder | $36 | $19,327-99.8% | $15,923-99.8% | $13,400-99.7% |