Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,690 | $223,823-42.1% | $211,142-38.6% | $154,746-16.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.12% | 50.39%-30.3pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $12,666 | $6,787+86.6% | $6,442+96.6% | $4,379+189.2% |
| Participant deferral / active EE | $18,800 | $9,750+92.8% | $9,284+102.5% | $6,730+179.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |