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 | $69,498 | $85,024-18.3% | $70,544-1.5% | $139,466-50.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.49% | 30.39%-11.9pp | 32.79%-14.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $14,787 | $3,912+278.0% | $2,976+396.9% | $4,754+211.1% |
| Participant deferral / active EE | $19,634 | $5,891+233.3% | $4,568+329.8% | $6,712+192.5% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |