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 | $58,873 | $165,361-64.4% | $149,715-60.7% | $158,950-63.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.09% | 348.24%-318.1pp | 276.66%-246.6pp | 302.91%-272.8pp |
| Employer contribution / active EE | $4,067 | $5,103-20.3% | $4,645-12.4% | $4,762-14.6% |
| Participant deferral / active EE | $21,985 | $7,182+206.1% | $6,842+221.3% | $5,983+267.5% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |