Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,985 | $201,370-65.7% | $184,256-62.6% | $145,897-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $9,107 | $7,024+29.7% | $6,427+41.7% | $4,663+95.3% |
| Participant deferral / active EE | $13,489 | $9,808+37.5% | $9,133+47.7% | $6,689+101.7% |
| Admin fee / account holder | $72 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |