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 | $71,287 | $148,629-52.0% | $135,982-47.6% | $139,487-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.78% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.1pp |
| Employer contribution / active EE | $13,375 | $5,247+154.9% | $4,859+175.3% | $4,755+181.3% |
| Participant deferral / active EE | $44,500 | $8,102+449.2% | $7,760+473.5% | $6,713+562.9% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |