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 | $66,721 | $185,883-64.1% | $170,043-60.8% | $139,466-52.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.84% | 60.54%-33.7pp | 53.40%-26.6pp | 373.66%-346.8pp |
| Employer contribution / active EE | $17,267 | $7,596+127.3% | $6,790+154.3% | $4,754+263.2% |
| Participant deferral / active EE | $16,000 | $11,626+37.6% | $10,410+53.7% | $6,712+138.4% |
| Admin fee / account holder | $260 | $15,393-98.3% | $12,824-98.0% | $11,409-97.7% |