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 | $35,337 | $148,623-76.2% | $135,974-74.0% | $139,466-74.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.16% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.5pp |
| Employer contribution / active EE | $11,894 | $5,246+126.7% | $4,859+144.8% | $4,754+150.2% |
| Participant deferral / active EE | $5,069 | $8,103-37.4% | $7,760-34.7% | $6,712-24.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |