Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,866 | $196,972-34.6% | $182,262-29.3% | $198,609-35.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.73% | 158.27%-148.5pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $6,250 | $5,364+16.5% | $5,046+23.9% | $5,055+23.6% |
| Participant deferral / active EE | $12,323 | $8,643+42.6% | $8,276+48.9% | $6,977+76.6% |
| Admin fee / account holder | $215 | $18,429-98.8% | $16,712-98.7% | $19,030-98.9% |