Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,923 | $101,063-42.7% | $81,473-28.9% | $147,586-60.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.22% | 32.41%-14.2pp | 38.78%-20.6pp | 578.59%-560.4pp |
| Employer contribution / active EE | $21,616 | $3,206+574.3% | $2,568+741.8% | $4,876+343.3% |
| Participant deferral / active EE | $13,425 | $4,242+216.5% | $3,537+279.6% | $5,439+146.8% |
| Admin fee / account holder | $111 | $5,812-98.1% | $4,561-97.6% | $10,886-99.0% |