Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,169 | $110,278-39.1% | $95,740-29.8% | $139,466-51.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 58.29% | 27.19%+31.1pp | 28.41%+29.9pp | 373.66%-315.4pp |
| Employer contribution / active EE | $22,395 | $3,260+586.9% | $2,836+689.6% | $4,754+371.1% |
| Participant deferral / active EE | $22,170 | $4,674+374.3% | $4,244+422.4% | $6,712+230.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |