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 | $79,202 | $110,337-28.2% | $102,383-22.6% | $145,877-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $27,205 | $4,216+545.3% | $3,870+602.9% | $4,663+483.4% |
| Participant deferral / active EE | $6,902 | $5,621+22.8% | $5,060+36.4% | $6,691+3.2% |
| Admin fee / account holder | $55 | $9,750-99.4% | $8,391-99.3% | $13,402-99.6% |