Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,333 | $99,875+46.5% | $146,866-0.4% | $86,983+68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.07% | 28.10%-1.0pp | 102.85%-75.8pp | 25.83%+1.2pp |
| Employer contribution / active EE | $5,509 | $3,224+70.9% | $4,425+24.5% | $2,584+113.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $135 | $7,838-98.3% | $13,620-99.0% | $7,856-98.3% |