Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,249 | $141,004-51.6% | $112,273-39.2% | $139,466-51.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.21% | 32.75%-15.5pp | 30.23%-13.0pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,740 | $4,285-36.1% | $3,431-20.2% | $4,754-42.4% |
| Participant deferral / active EE | $8,012 | $5,878+36.3% | $4,800+66.9% | $6,712+19.4% |
| Admin fee / account holder | $271 | $9,959-97.3% | $7,752-96.5% | $11,409-97.6% |