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 | $40,419 | $135,956-70.3% | $123,894-67.4% | $273,972-85.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 24.16% | 56.63%-32.5pp | 47.52%-23.4pp | 41.46%-17.3pp |
| Employer contribution / active EE | $13,222 | $5,170+155.8% | $4,617+186.4% | $4,869+171.6% |
| Participant deferral / active EE | $11,220 | $6,343+76.9% | $5,984+87.5% | $5,287+112.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |