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 | $76,918 | $100,139-23.2% | $85,187-9.7% | $145,884-47.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.46% | 84.15%-61.7pp | 66.67%-44.2pp | 551.85%-529.4pp |
| Employer contribution / active EE | $12,876 | $3,238+297.6% | $2,732+371.2% | $4,662+176.2% |
| Participant deferral / active EE | $12,157 | $5,296+129.6% | $4,525+168.7% | $6,690+81.7% |
| Admin fee / account holder | $90 | $7,262-98.8% | $6,162-98.5% | $13,392-99.3% |