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 | $40,949 | $223,823-81.7% | $211,142-80.6% | $154,746-73.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.07% | 50.39%-30.3pp | 46.84%-26.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $4,487 | $6,787-33.9% | $6,442-30.4% | $4,379+2.5% |
| Participant deferral / active EE | $16,080 | $9,750+64.9% | $9,284+73.2% | $6,730+138.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |