Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,463 | $174,379-73.9% | $152,093-70.1% | $138,895-67.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 74.09% | 74.86%-0.8pp | 66.36%+7.7pp | 145.39%-71.3pp |
| Employer contribution / active EE | $8,021 | $4,652+72.4% | $4,175+92.1% | $4,194+91.2% |
| Participant deferral / active EE | $10,699 | $6,159+73.7% | $5,451+96.3% | $6,396+67.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |