Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,521 | $141,004-18.1% | $112,273+2.9% | $139,466-17.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.76% | 32.75%-21.0pp | 30.23%-18.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $16,297 | $4,285+280.3% | $3,431+374.9% | $4,754+242.8% |
| Participant deferral / active EE | $22,933 | $5,878+290.2% | $4,800+377.8% | $6,712+241.7% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |