Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,845 | $228,352-79.9% | $185,835-75.3% | $158,966-71.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.62% | 40.81%-19.2pp | 35.96%-14.3pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,361 | $4,967-72.6% | $4,087-66.7% | $4,762-71.4% |
| Participant deferral / active EE | $13,267 | $6,416+106.8% | $5,633+135.5% | $5,983+121.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |