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 | $83,493 | $101,618-17.8% | $93,063-10.3% | $137,256-39.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.57% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,204 | $2,707+92.2% | $2,476+110.2% | $4,156+25.2% |
| Participant deferral / active EE | $7,692 | $4,279+79.8% | $3,958+94.3% | $6,407+20.1% |
| Admin fee / account holder | $42 | $6,198-99.3% | $6,033-99.3% | $12,270-99.7% |