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 | $109,985 | $183,627-40.1% | $155,602-29.3% | $145,978-24.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.39% | 61.32%-27.9pp | 64.81%-31.4pp | 550.52%-517.1pp |
| Employer contribution / active EE | $3,348 | $5,316-37.0% | $4,675-28.4% | $4,662-28.2% |
| Participant deferral / active EE | $9,770 | $6,466+51.1% | $5,629+73.6% | $6,690+46.1% |
| Admin fee / account holder | $11 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |