Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,716 | $117,846-53.6% | $102,434-46.6% | $145,884-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 31.90%-15.5pp | 29.46%-13.1pp | 551.85%-535.4pp |
| Employer contribution / active EE | $20,518 | $3,615+467.6% | $3,023+578.7% | $4,662+340.1% |
| Participant deferral / active EE | $4,179 | $5,733-27.1% | $5,055-17.3% | $6,690-37.5% |
| Admin fee / account holder | $82 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |