Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,324 | $183,592-56.2% | $155,574-48.4% | $145,877-44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.20% | 61.37%-41.2pp | 64.87%-44.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $5,660 | $5,317+6.5% | $4,676+21.1% | $4,663+21.4% |
| Participant deferral / active EE | $6,797 | $6,466+5.1% | $5,629+20.7% | $6,691+1.6% |
| Admin fee / account holder | $239 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |