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 | $65,717 | $162,136-59.5% | $152,301-56.9% | $154,746-57.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.54% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,663 | $4,890-4.7% | $4,624+0.8% | $4,379+6.5% |
| Participant deferral / active EE | $13,233 | $8,341+58.6% | $8,004+65.3% | $6,730+96.6% |
| Admin fee / account holder | $254 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |