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 | $59,965 | $183,516-67.3% | $155,534-61.4% | $145,884-58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 61.43%-46.4pp | 64.92%-49.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $17,811 | $5,315+235.1% | $4,675+281.0% | $4,662+282.0% |
| Participant deferral / active EE | $15,540 | $6,467+140.3% | $5,630+176.0% | $6,690+132.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |