Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,682 | $104,694-33.4% | $85,709-18.7% | $167,536-58.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.68% | 21.45%-7.8pp | 21.49%-7.8pp | 478.82%-465.1pp |
| Employer contribution / active EE | $5,675 | $3,337+70.0% | $2,619+116.7% | $4,839+17.3% |
| Participant deferral / active EE | $6,701 | $4,826+38.9% | $3,924+70.8% | $6,342+5.7% |
| Admin fee / account holder | $139 | $10,035-98.6% | $6,876-98.0% | $12,315-98.9% |