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 | $61,029 | $108,922-44.0% | $100,398-39.2% | $145,978-58.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 58.04%-43.9pp | 49.32%-35.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $4,268 | $4,426-3.6% | $3,946+8.2% | $4,662-8.4% |
| Participant deferral / active EE | $10,277 | $8,450+21.6% | $8,084+27.1% | $6,690+53.6% |
| Admin fee / account holder | $44 | $9,680-99.5% | $7,893-99.4% | $13,400-99.7% |