Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,994 | $106,280-25.7% | $96,538-18.2% | $139,487-43.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.70% | 38.48%-16.8pp | 35.74%-14.0pp | 373.84%-352.1pp |
| Employer contribution / active EE | $3,278 | $4,107-20.2% | $3,740-12.4% | $4,755-31.1% |
| Participant deferral / active EE | $14,055 | $5,457+157.6% | $4,880+188.0% | $6,713+109.4% |
| Admin fee / account holder | $59 | $7,888-99.3% | $6,737-99.1% | $11,407-99.5% |