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 | $64,544 | $201,344-67.9% | $184,243-65.0% | $145,877-55.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,321 | $7,022+18.5% | $6,427+29.5% | $4,663+78.4% |
| Participant deferral / active EE | $11,940 | $9,807+21.8% | $9,132+30.7% | $6,691+78.5% |
| Admin fee / account holder | $159 | $16,382-99.0% | $13,914-98.9% | $13,402-98.8% |