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 | $78,070 | $96,965-19.5% | $97,995-20.3% | $147,586-47.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 19.42% | 24.11%-4.7pp | 23.94%-4.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $2,492 | $4,536-45.1% | $4,158-40.1% | $4,876-48.9% |
| Participant deferral / active EE | $12,450 | $5,081+145.0% | $5,097+144.3% | $5,439+128.9% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |