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 | $53,373 | $108,922-51.0% | $100,398-46.8% | $145,978-63.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.58% | 58.04%-37.5pp | 49.32%-28.7pp | 550.52%-529.9pp |
| Employer contribution / active EE | $20,968 | $4,426+373.8% | $3,946+431.4% | $4,662+349.8% |
| Participant deferral / active EE | $15,987 | $8,450+89.2% | $8,084+97.8% | $6,690+139.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |