Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,852 | $165,399-30.6% | $149,745-23.3% | $158,982-27.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.11% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,196 | $5,105-37.4% | $4,646-31.2% | $4,763-32.9% |
| Participant deferral / active EE | $6,292 | $7,183-12.4% | $6,843-8.1% | $5,983+5.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |