Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,510 | $176,786-65.8% | $146,643-58.7% | $167,536-63.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.40% | 24.04%+3.4pp | 22.75%+4.7pp | 478.82%-451.4pp |
| Employer contribution / active EE | $4,089 | $5,161-20.8% | $4,137-1.1% | $4,839-15.5% |
| Participant deferral / active EE | $2,085 | $6,440-67.6% | $5,506-62.1% | $6,342-67.1% |
| Admin fee / account holder | $36 | $13,262-99.7% | $10,280-99.7% | $12,315-99.7% |