Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,064 | $217,427-66.4% | $185,837-60.7% | $167,518-56.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.81% | 148.39%-128.6pp | 122.08%-102.3pp | 478.71%-458.9pp |
| Employer contribution / active EE | $6,411 | $5,874+9.1% | $5,168+24.0% | $4,838+32.5% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $198 | $19,816-99.0% | $16,241-98.8% | $12,312-98.4% |