Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,839 | $209,336-50.9% | $197,124-47.8% | $137,256-25.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.82% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $37,500 | $9,614+290.1% | $9,135+310.5% | $6,407+485.3% |
| Admin fee / account holder | $261 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |