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 | $123,039 | $87,166+41.2% | $76,735+60.3% | $137,256-10.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.51% | 26.50%-15.0pp | 29.77%-18.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $8,597 | $2,904+196.0% | $2,454+250.3% | $4,156+106.9% |
| Participant deferral / active EE | $8,067 | $4,726+70.7% | $4,088+97.3% | $6,407+25.9% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |