Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,468 | $201,259-50.6% | $184,200-46.0% | $145,959-31.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.35% | 28.98%-8.6pp | 28.80%-8.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $6,025 | $7,018-14.1% | $6,424-6.2% | $4,661+29.3% |
| Participant deferral / active EE | $10,043 | $9,806+2.4% | $9,132+10.0% | $6,689+50.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |