Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,366 | $114,013-26.9% | $103,693-19.6% | $155,188-46.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.36% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,041 | $3,131-34.8% | $2,920-30.1% | $4,248-51.9% |
| Participant deferral / active EE | $8,130 | $4,970+63.6% | $4,579+77.5% | $6,531+24.5% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |