Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,034 | $228,352-65.8% | $185,835-58.0% | $158,966-50.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.93% | 40.81%-15.9pp | 35.96%-11.0pp | 302.95%-278.0pp |
| Employer contribution / active EE | $14,280 | $4,967+187.5% | $4,087+249.4% | $4,762+199.8% |
| Participant deferral / active EE | $14,335 | $6,416+123.4% | $5,633+154.5% | $5,983+139.6% |
| Admin fee / account holder | $113 | $11,867-99.0% | $9,502-98.8% | $11,250-99.0% |