Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,400 | $185,905-69.7% | $170,057-66.8% | $139,487-59.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.93% | 60.56%-42.6pp | 53.42%-35.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $3,542 | $7,597-53.4% | $6,790-47.8% | $4,755-25.5% |
| Participant deferral / active EE | $6,424 | $11,627-44.8% | $10,411-38.3% | $6,713-4.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |