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 | $71,247 | $176,402-59.6% | $134,162-46.9% | $158,966-55.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.77% | 63.66%-45.9pp | 36.35%-18.6pp | 302.95%-285.2pp |
| Employer contribution / active EE | $3,688 | $5,042-26.9% | $3,705-0.5% | $4,762-22.6% |
| Participant deferral / active EE | $9,511 | $4,093+132.4% | $3,500+171.8% | $5,983+59.0% |
| Admin fee / account holder | $55 | $8,719-99.4% | $6,685-99.2% | $11,250-99.5% |