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 | $76,222 | $91,037-16.3% | $71,671+6.3% | $147,586-48.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.01% | 20.48%+0.5pp | 20.65%+0.4pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,942 | $3,327+18.5% | $2,460+60.3% | $4,876-19.2% |
| Participant deferral / active EE | $4,359 | $4,498-3.1% | $3,438+26.8% | $5,439-19.8% |
| Admin fee / account holder | $31 | $8,613-99.6% | $5,558-99.4% | $10,886-99.7% |