Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,525 | $110,379-37.0% | $102,412-32.1% | $145,884-52.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,973 | $4,216-29.5% | $3,870-23.2% | $4,662-36.2% |
| Participant deferral / active EE | $10,972 | $5,622+95.2% | $5,060+116.8% | $6,690+64.0% |
| Admin fee / account holder | $296 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |