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 | $69,761 | $98,766-29.4% | $149,730-53.4% | $79,852-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.57% | 27.43%-14.9pp | 276.70%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $4,773 | $3,217+48.4% | $4,645+2.7% | $2,471+93.1% |
| Participant deferral / active EE | $6,461 | $5,681+13.7% | $6,843-5.6% | $3,740+72.7% |
| Admin fee / account holder | $298 | $6,052-95.1% | $9,310-96.8% | $5,306-94.4% |