Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,885 | $211,239-41.8% | $178,528-31.2% | $145,877-15.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.70% | 30.22%-21.5pp | 27.11%-18.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $21,988 | $4,570+381.1% | $3,950+456.6% | $4,663+371.5% |
| Participant deferral / active EE | $10,053 | $6,963+44.4% | $6,278+60.1% | $6,691+50.3% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |