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 | $67,047 | $97,125-31.0% | $86,233-22.2% | $137,256-51.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.74% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,243 | $2,841-21.1% | $2,504-10.5% | $4,156-46.0% |
| Participant deferral / active EE | $16,605 | $5,180+220.6% | $4,559+264.2% | $6,407+159.2% |
| Admin fee / account holder | $40 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |