Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,265 | $111,814-38.9% | $103,374-34.0% | $145,959-53.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 24.77%-11.9pp | 24.89%-12.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,875 | $4,214+39.4% | $3,869+51.8% | $4,661+26.1% |
| Participant deferral / active EE | $11,413 | $5,618+103.1% | $5,058+125.6% | $6,689+70.6% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |