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 | $67,516 | $153,769-56.1% | $133,975-49.6% | $273,972-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.58% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $12,380 | $6,029+105.4% | $5,211+137.6% | $4,869+154.3% |
| Participant deferral / active EE | $12,396 | $6,958+78.1% | $6,282+97.3% | $5,287+134.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |