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 | $120,814 | $201,370-40.0% | $184,256-34.4% | $145,897-17.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,296 | $7,024-67.3% | $6,427-64.3% | $4,663-50.8% |
| Participant deferral / active EE | $21,009 | $9,808+114.2% | $9,133+130.0% | $6,689+214.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |