Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,152 | $111,535-47.9% | $105,223-44.7% | $137,256-57.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.82% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,096 | $3,939-21.4% | $3,689-16.1% | $4,156-25.5% |
| Participant deferral / active EE | $8,218 | $5,500+49.4% | $5,072+62.0% | $6,407+28.3% |
| Admin fee / account holder | $169 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |