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 | $99,172 | $201,259-50.7% | $184,200-46.2% | $145,959-32.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.79% | 28.98%-10.2pp | 28.80%-10.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $18,585 | $7,018+164.8% | $6,424+189.3% | $4,661+298.8% |
| Participant deferral / active EE | $13,843 | $9,806+41.2% | $9,132+51.6% | $6,689+107.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |