Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,321 | $78,707-24.6% | $117,861-49.7% | $70,126-15.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.05% | 23.30%-2.2pp | 335.11%-314.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,978 | $2,223+33.9% | $3,786-21.4% | $2,343+27.1% |
| Participant deferral / active EE | $4,261 | $3,297+29.2% | $4,482-4.9% | $3,332+27.9% |
| Admin fee / account holder | $256 | $5,066-94.9% | $8,021-96.8% | $4,645-94.5% |