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 | $83,198 | $183,592-54.7% | $155,574-46.5% | $145,877-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,120 | $5,317+15.1% | $4,676+30.9% | $4,663+31.2% |
| Participant deferral / active EE | $14,167 | $6,466+119.1% | $5,629+151.7% | $6,691+111.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |