Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,889 | $91,179-59.5% | $178,499-79.3% | $79,852-53.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.60% | 24.19%+1.4pp | 151.10%-125.5pp | 31.72%-6.1pp |
| Employer contribution / active EE | $6,687 | $3,256+105.4% | $5,011+33.4% | $2,471+170.6% |
| Participant deferral / active EE | $6,309 | $3,236+95.0% | $5,202+21.3% | $3,740+68.7% |
| Admin fee / account holder | $137 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |