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 | $37,796 | $154,467-75.5% | $130,270-71.0% | $139,487-72.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 11.18% | 30.58%-19.4pp | 38.89%-27.7pp | 373.84%-362.7pp |
| Employer contribution / active EE | $4,836 | $5,175-6.6% | $4,128+17.2% | $4,755+1.7% |
| Participant deferral / active EE | $14,167 | $8,497+66.7% | $6,797+108.4% | $6,713+111.0% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |