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 | $103,902 | $212,386-51.1% | $199,883-48.0% | $138,895-25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.28% | 47.75%-23.5pp | 43.81%-19.5pp | 145.39%-121.1pp |
| Employer contribution / active EE | $20,009 | $6,625+202.0% | $6,261+219.6% | $4,194+377.1% |
| Participant deferral / active EE | $23,500 | $9,617+144.4% | $9,138+157.2% | $6,396+267.4% |
| Admin fee / account holder | $226 | $18,233-98.8% | $17,268-98.7% | $12,562-98.2% |