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 | $108,911-44.0% | $100,392-39.2% | $145,884-58.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 58.23%-44.1pp | 49.45%-35.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,268 | $4,420-3.4% | $3,941+8.3% | $4,662-8.5% |
| Participant deferral / active EE | $10,277 | $8,459+21.5% | $8,090+27.0% | $6,690+53.6% |
| Admin fee / account holder | $44 | $9,698-99.5% | $7,904-99.4% | $13,392-99.7% |