Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,971 | $85,024+14.1% | $70,544+37.5% | $139,466-30.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 19.26% | 30.39%-11.1pp | 32.79%-13.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,646 | $3,912+18.7% | $2,976+56.1% | $4,754-2.3% |
| Participant deferral / active EE | $4,646 | $5,891-21.1% | $4,568+1.7% | $6,712-30.8% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |