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 | $42,382 | $201,344-79.0% | $184,243-77.0% | $145,877-70.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $13,597 | $7,022+93.6% | $6,427+111.6% | $4,663+191.6% |
| Participant deferral / active EE | $27,264 | $9,807+178.0% | $9,132+198.5% | $6,691+307.5% |
| Admin fee / account holder | $48 | $16,382-99.7% | $13,914-99.7% | $13,402-99.6% |