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 | $81,590 | $117,904-30.8% | $102,457-20.4% | $145,978-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $11,625 | $3,613+221.7% | $3,022+284.7% | $4,662+149.4% |
| Participant deferral / active EE | $11,686 | $5,733+103.8% | $5,054+131.2% | $6,690+74.7% |
| Admin fee / account holder | $172 | $13,329-98.7% | $9,451-98.2% | $13,400-98.7% |