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 | $84,626 | $211,239-59.9% | $178,528-52.6% | $145,877-42.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.23% | 30.22%-17.0pp | 27.11%-13.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,773 | $4,570-39.3% | $3,950-29.8% | $4,663-40.5% |
| Participant deferral / active EE | $7,183 | $6,963+3.2% | $6,278+14.4% | $6,691+7.4% |
| Admin fee / account holder | $59 | $12,095-99.5% | $10,419-99.4% | $13,402-99.6% |