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 | $56,353 | $149,679-62.4% | $117,039-51.9% | $147,586-61.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.56% | 19.31%-3.8pp | 18.95%-3.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $6,181 | $4,937+25.2% | $3,785+63.3% | $4,876+26.8% |
| Participant deferral / active EE | $3,854 | $4,912-21.5% | $3,929-1.9% | $5,439-29.1% |
| Admin fee / account holder | $50 | $7,856-99.4% | $5,974-99.2% | $10,886-99.5% |