Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,344 | $154,159-46.6% | $130,026-36.7% | $139,456-41.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 32.50%-15.9pp | -137.26%+153.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $3,179 | $5,292-39.9% | $4,321-26.4% | $4,753-33.1% |
| Participant deferral / active EE | $6,731 | $6,710+0.3% | $5,821+15.6% | $6,711+0.3% |
| Admin fee / account holder | $70 | $14,001-99.5% | $10,608-99.3% | $11,407-99.4% |