Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,716 | $165,381-27.0% | $149,730-19.4% | $158,966-24.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.63% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,979 | $5,104-61.2% | $4,645-57.4% | $4,762-58.4% |
| Participant deferral / active EE | $13,479 | $7,182+87.7% | $6,843+97.0% | $5,983+125.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |