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 | $50,436 | $169,161-70.2% | $129,295-61.0% | $145,959-65.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.87% | 14348.07%-14333.2pp | 9429.28%-9414.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $6,240 | $5,543+12.6% | $4,157+50.1% | $4,661+33.9% |
| Participant deferral / active EE | $6,240 | $4,989+25.1% | $4,169+49.7% | $6,689-6.7% |
| Admin fee / account holder | $268 | $9,878-97.3% | $7,665-96.5% | $13,398-98.0% |