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 | $95,635 | $148,629-35.7% | $135,982-29.7% | $139,487-31.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.60% | 79.33%-58.7pp | 68.32%-47.7pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,873 | $5,247-45.2% | $4,859-40.9% | $4,755-39.6% |
| Participant deferral / active EE | $12,183 | $8,102+50.4% | $7,760+57.0% | $6,713+81.5% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |