Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,856 | $69,274-26.6% | $64,097-20.7% | $139,487-63.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.31% | 46.00%-25.7pp | 33.75%-13.4pp | 373.84%-353.5pp |
| Employer contribution / active EE | $9,052 | $3,187+184.0% | $2,750+229.2% | $4,755+90.4% |
| Participant deferral / active EE | $12,890 | $4,685+175.1% | $3,881+232.1% | $6,713+92.0% |
| Admin fee / account holder | $65 | $4,247-98.5% | $3,070-97.9% | $11,407-99.4% |