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 | $68,364 | $228,317-70.1% | $185,808-63.2% | $158,931-57.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.73% | 40.81%-16.1pp | 35.95%-11.2pp | 302.86%-278.1pp |
| Employer contribution / active EE | $9,636 | $4,964+94.1% | $4,086+135.9% | $4,761+102.4% |
| Participant deferral / active EE | $12,383 | $6,415+93.0% | $5,632+119.9% | $5,982+107.0% |
| Admin fee / account holder | $20 | $11,865-99.8% | $9,501-99.8% | $11,247-99.8% |