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 | $66,140 | $183,539-64.0% | $155,556-57.5% | $145,897-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,569 | $5,315-32.9% | $4,675-23.7% | $4,663-23.5% |
| Participant deferral / active EE | $5,378 | $6,467-16.8% | $5,631-4.5% | $6,689-19.6% |
| Admin fee / account holder | $228 | $19,275-98.8% | $15,885-98.6% | $13,390-98.3% |