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 | $30,657 | $171,272-82.1% | $127,803-76.0% | $152,909-80.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 35.93% | 23.54%+12.4pp | 26.14%+9.8pp | 345.46%-309.5pp |
| Employer contribution / active EE | $6,885 | $5,451+26.3% | $4,576+50.5% | $4,764+44.5% |
| Participant deferral / active EE | $9,246 | $7,043+31.3% | $6,023+53.5% | $5,851+58.0% |
| Admin fee / account holder | $168 | $14,540-98.8% | $9,399-98.2% | $11,601-98.6% |