Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,109 | $183,627-43.8% | $155,602-33.7% | $145,978-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $14,715 | $5,316+176.8% | $4,675+214.7% | $4,662+215.6% |
| Participant deferral / active EE | $9,977 | $6,466+54.3% | $5,629+77.2% | $6,690+49.1% |
| Admin fee / account holder | $65 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |