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 | $111,940 | $106,749+4.9% | $145,433-23.0% | $82,448+35.8% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 33.71% | 27.59%+6.1pp | 66.58%-32.9pp | 41.64%-7.9pp |
| Employer contribution / active EE | $12,797 | $3,444+271.5% | $4,554+181.0% | $2,551+401.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |