Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,235 | $201,370-39.3% | $184,256-33.7% | $145,897-16.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.05%-18.0pp | 28.85%-17.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,097 | $7,024-27.4% | $6,427-20.7% | $4,663+9.3% |
| Participant deferral / active EE | $31,751 | $9,808+223.7% | $9,133+247.6% | $6,689+374.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |