Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,187 | $90,486-36.8% | $78,676-27.3% | $273,972-79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.21% | 75.62%-66.4pp | 62.19%-53.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $5,364 | $3,175+69.0% | $2,850+88.2% | $4,869+10.2% |
| Participant deferral / active EE | $7,592 | $3,901+94.6% | $3,517+115.9% | $5,287+43.6% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |