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 | $23,786 | $172,111-86.2% | $150,298-84.2% | $137,256-82.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.84% | 69.37%-41.5pp | 62.79%-34.9pp | 220.34%-192.5pp |
| Employer contribution / active EE | $3,511 | $4,636-24.3% | $4,154-15.5% | $4,156-15.5% |
| Participant deferral / active EE | $7,175 | $6,166+16.4% | $5,453+31.6% | $6,407+12.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |