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 | $84,662 | $149,679-43.4% | $117,039-27.7% | $147,586-42.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.99% | 19.31%+0.7pp | 18.95%+1.0pp | 578.59%-558.6pp |
| Employer contribution / active EE | $8,850 | $4,937+79.3% | $3,785+133.8% | $4,876+81.5% |
| Participant deferral / active EE | $12,608 | $4,912+156.7% | $3,929+220.9% | $5,439+131.8% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |