Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,784 | $157,304-40.4% | $141,197-33.6% | $152,909-38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.79% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,986 | $5,263-62.3% | $4,736-58.1% | $4,764-58.3% |
| Participant deferral / active EE | $6,655 | $7,111-6.4% | $6,710-0.8% | $5,851+13.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |