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 | $109,814 | $123,155-10.8% | $108,753+1.0% | $155,188-29.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 54.30% | 44.73%+9.6pp | 37.47%+16.8pp | 148.84%-94.5pp |
| Employer contribution / active EE | $26,984 | $2,811+859.9% | $2,427+1012.0% | $4,248+535.3% |
| Participant deferral / active EE | $3,363 | $4,623-27.3% | $4,115-18.3% | $6,531-48.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |