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 | $45,321 | $148,623-69.5% | $135,974-66.7% | $139,466-67.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.33% | 79.30%-48.0pp | 68.30%-37.0pp | 373.66%-342.3pp |
| Employer contribution / active EE | $14,296 | $5,246+172.5% | $4,859+194.2% | $4,754+200.7% |
| Participant deferral / active EE | $14,953 | $8,103+84.5% | $7,760+92.7% | $6,712+122.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |