Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,986 | $185,905-40.8% | $170,057-35.3% | $139,487-21.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.96% | 60.56%-34.6pp | 53.42%-27.5pp | 373.84%-347.9pp |
| Employer contribution / active EE | $4,273 | $7,597-43.8% | $6,790-37.1% | $4,755-10.1% |
| Participant deferral / active EE | $15,600 | $11,627+34.2% | $10,411+49.8% | $6,713+132.4% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |