Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,941 | $110,337-44.8% | $102,383-40.5% | $145,877-58.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.82% | 24.83%-5.0pp | 24.94%-5.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $14,168 | $4,216+236.1% | $3,870+266.1% | $4,663+203.8% |
| Participant deferral / active EE | $10,629 | $5,621+89.1% | $5,060+110.1% | $6,691+58.9% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,391-99.3% | $13,402-99.6% |