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 | $66,236 | $85,766-22.8% | $136,295-51.4% | $70,131-5.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 31.45%-17.1pp | 5155.97%-5141.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,865 | $2,966+97.7% | $4,695+24.9% | $2,342+150.4% |
| Participant deferral / active EE | $6,620 | $5,051+31.0% | $6,247+6.0% | $3,332+98.7% |
| Admin fee / account holder | $205 | $5,420-96.2% | $9,243-97.8% | $4,645-95.6% |