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 | $127,699 | $113,338+12.7% | $94,993+34.4% | $147,586-13.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.00% | 20.80%-3.8pp | 27.14%-10.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $7,874 | $3,160+149.1% | $2,603+202.4% | $4,876+61.5% |
| Participant deferral / active EE | $9,600 | $3,777+154.2% | $3,317+189.4% | $5,439+76.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |