Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,177 | $108,897-40.1% | $100,378-35.1% | $145,877-55.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.25% | 58.17%-37.9pp | 49.41%-29.2pp | 551.28%-531.0pp |
| Employer contribution / active EE | $2,907 | $4,420-34.2% | $3,942-26.3% | $4,663-37.7% |
| Participant deferral / active EE | $8,617 | $8,455+1.9% | $8,087+6.6% | $6,691+28.8% |
| Admin fee / account holder | $226 | $9,690-97.7% | $7,899-97.1% | $13,402-98.3% |