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 | $50,271 | $212,386-76.3% | $199,883-74.8% | $138,895-63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.72% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,349 | $6,625-49.5% | $6,261-46.5% | $4,194-20.2% |
| Participant deferral / active EE | $9,808 | $9,617+2.0% | $9,138+7.3% | $6,396+53.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |