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 | $124,260 | $141,001-11.9% | $112,228+10.7% | $139,487-10.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.90% | 32.75%-9.9pp | 30.23%-7.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $28,129 | $4,285+556.5% | $3,432+719.7% | $4,755+491.6% |
| Participant deferral / active EE | $21,825 | $5,877+271.3% | $4,800+354.7% | $6,713+225.1% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |