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 | $142,874 | $201,370-29.0% | $184,256-22.5% | $145,897-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.67% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $13,514 | $7,024+92.4% | $6,427+110.3% | $4,663+189.8% |
| Participant deferral / active EE | $5,531 | $9,808-43.6% | $9,133-39.4% | $6,689-17.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |