Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,268 | $211,239-71.9% | $178,528-66.8% | $145,877-59.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.90% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $8,000 | $4,570+75.0% | $3,950+102.5% | $4,663+71.6% |
| Participant deferral / active EE | $17,733 | $6,963+154.7% | $6,278+182.5% | $6,691+165.1% |
| Admin fee / account holder | $220 | $12,095-98.2% | $10,419-97.9% | $13,402-98.4% |