Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,045 | $110,303-46.5% | $95,759-38.3% | $139,487-57.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.97% | 27.19%-8.2pp | 28.42%-9.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $2,757 | $3,261-15.4% | $2,836-2.8% | $4,755-42.0% |
| Participant deferral / active EE | $10,896 | $4,674+133.1% | $4,244+156.8% | $6,713+62.3% |
| Admin fee / account holder | $60 | $6,615-99.1% | $5,678-98.9% | $11,407-99.5% |