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 | $44,031 | $183,516-76.0% | $155,534-71.7% | $145,884-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $12,238 | $5,315+130.3% | $4,675+161.8% | $4,662+162.5% |
| Participant deferral / active EE | $7,299 | $6,467+12.9% | $5,630+29.6% | $6,690+9.1% |
| Admin fee / account holder | $73 | $19,293-99.6% | $15,900-99.5% | $13,392-99.5% |