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 | $73,038 | $85,060-14.1% | $70,565+3.5% | $139,487-47.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 31.46% | 30.39%+1.1pp | 32.79%-1.3pp | 373.84%-342.4pp |
| Employer contribution / active EE | $1,320 | $3,912-66.3% | $2,976-55.6% | $4,755-72.2% |
| Participant deferral / active EE | $22,000 | $5,891+273.4% | $4,568+381.6% | $6,713+227.7% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |