Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,190 | $201,264-67.6% | $184,185-64.6% | $145,978-55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.03% | 29.00%-5.0pp | 28.81%-4.8pp | 550.52%-526.5pp |
| Employer contribution / active EE | $2,400 | $7,021-65.8% | $6,426-62.6% | $4,662-48.5% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,690+243.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |