Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,304 | $201,344-30.8% | $184,243-24.4% | $145,877-4.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 29.01%-16.6pp | 28.82%-16.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $7,340 | $7,022+4.5% | $6,427+14.2% | $4,663+57.4% |
| Participant deferral / active EE | $17,050 | $9,807+73.9% | $9,132+86.7% | $6,691+154.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |