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 | $67,057 | $162,136-58.6% | $152,301-56.0% | $154,746-56.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.43% | 91.02%-64.6pp | 80.50%-54.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $4,365 | $4,890-10.7% | $4,624-5.6% | $4,379-0.3% |
| Participant deferral / active EE | $7,668 | $8,341-8.1% | $8,004-4.2% | $6,730+13.9% |
| Admin fee / account holder | $103 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |