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 | $27,040 | $156,398-82.7% | $147,318-81.6% | $138,895-80.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.27% | 78.75%-52.5pp | 70.43%-44.2pp | 145.39%-119.1pp |
| Employer contribution / active EE | $6,703 | $4,853+38.1% | $4,593+45.9% | $4,194+59.8% |
| Participant deferral / active EE | $27,072 | $8,237+228.6% | $7,906+242.4% | $6,396+323.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |