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 | $70,055 | $201,344-65.2% | $184,243-62.0% | $145,877-52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.53% | 29.01%-16.5pp | 28.82%-16.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $11,685 | $7,022+66.4% | $6,427+81.8% | $4,663+150.6% |
| Participant deferral / active EE | $11,758 | $9,807+19.9% | $9,132+28.8% | $6,691+75.7% |
| Admin fee / account holder | $49 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |