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 | $69,954 | $166,242-57.9% | $165,071-57.6% | $145,884-52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.20% | 100.44%-81.2pp | 70.17%-51.0pp | 551.85%-532.6pp |
| Employer contribution / active EE | $28,096 | $5,283+431.8% | $4,347+546.3% | $4,662+502.6% |
| Participant deferral / active EE | $21,541 | $6,964+209.3% | $6,035+256.9% | $6,690+222.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |