Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,176 | $154,228-69.4% | $145,433-67.6% | $137,256-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.44% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,007 | $4,804-16.6% | $4,554-12.0% | $4,156-3.6% |
| Participant deferral / active EE | $4,017 | $8,216-51.1% | $7,897-49.1% | $6,407-37.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |