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 | $61,326 | $98,776-37.9% | $149,745-59.0% | $79,856-23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.54% | 27.38%-10.8pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,121 | $3,217+28.1% | $4,646-11.3% | $2,471+66.8% |
| Participant deferral / active EE | $7,943 | $5,681+39.8% | $6,843+16.1% | $3,741+112.3% |
| Admin fee / account holder | $283 | $6,053-95.3% | $9,312-97.0% | $5,306-94.7% |