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 | $80,347 | $162,785-50.6% | $133,959-40.0% | $158,950-49.5% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 18.08% | 41.94%-23.9pp | 45.09%-27.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $18,941 | $4,975+280.7% | $3,919+383.4% | $4,762+297.8% |
| Participant deferral / active EE | $7,110 | $5,910+20.3% | $5,047+40.9% | $5,983+18.8% |
| Admin fee / account holder | $151 | $11,738-98.7% | $8,928-98.3% | $11,248-98.7% |