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 | $95,911 | $148,629-35.5% | $135,982-29.5% | $139,487-31.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.01% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $5,846 | $5,247+11.4% | $4,859+20.3% | $4,755+23.0% |
| Participant deferral / active EE | $5,846 | $8,102-27.8% | $7,760-24.7% | $6,713-12.9% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |