Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,899 | $157,276-47.9% | $141,177-42.0% | $152,885-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.61% | 64.33%-38.7pp | 71.40%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $36,596 | $5,262+595.5% | $4,736+672.8% | $4,763+668.3% |
| Participant deferral / active EE | $13,756 | $7,110+93.5% | $6,710+105.0% | $5,851+135.1% |
| Admin fee / account holder | $179 | $12,123-98.5% | $10,263-98.3% | $11,598-98.5% |