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 | $75,559 | $157,296-52.0% | $141,191-46.5% | $152,897-50.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.17% | 64.34%-39.2pp | 71.41%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $4,401 | $5,262-16.4% | $4,736-7.1% | $4,764-7.6% |
| Participant deferral / active EE | $10,572 | $7,111+48.7% | $6,710+57.5% | $5,851+80.7% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |