Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,662 | $165,399-55.5% | $149,745-50.8% | $158,982-53.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.25% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,287 | $5,105-35.6% | $4,646-29.2% | $4,763-31.0% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |