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 | $42,880 | $157,276-72.7% | $141,177-69.6% | $152,885-72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.90% | 64.33%-25.4pp | 71.40%-32.5pp | 345.39%-306.5pp |
| Employer contribution / active EE | $5,254 | $5,262-0.2% | $4,736+10.9% | $4,763+10.3% |
| Participant deferral / active EE | $15,695 | $7,110+120.7% | $6,710+133.9% | $5,851+168.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |