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 | $49,036 | $183,627-73.3% | $155,602-68.5% | $145,978-66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $11,170 | $5,316+110.1% | $4,675+138.9% | $4,662+139.6% |
| Participant deferral / active EE | $7,075 | $6,466+9.4% | $5,629+25.7% | $6,690+5.8% |
| Admin fee / account holder | $17 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |