Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,261 | $161,352-53.4% | $134,172-43.9% | $137,256-45.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.84% | 28.72%-8.9pp | 25.30%-5.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $7,357 | $4,099+79.5% | $3,420+115.1% | $4,156+77.0% |
| Participant deferral / active EE | $4,574 | $5,552-17.6% | $4,690-2.5% | $6,407-28.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |