Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,059 | $180,028-60.5% | $138,135-48.6% | $158,966-55.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.69% | 21.68%-6.0pp | 20.51%-4.8pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,683 | $7,470-64.1% | $5,587-52.0% | $4,762-43.7% |
| Participant deferral / active EE | $2,683 | $7,717-65.2% | $6,431-58.3% | $5,983-55.2% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,250-100.0% |