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 | $75,719 | $181,062-58.2% | $158,223-52.1% | $155,188-51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.09% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,297 | $4,565-49.7% | $4,109-44.1% | $4,248-45.9% |
| Participant deferral / active EE | $3,582 | $6,134-41.6% | $5,467-34.5% | $6,531-45.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |