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 | $101,471 | $123,155-17.6% | $108,753-6.7% | $155,188-34.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.11% | 44.73%-34.6pp | 37.47%-27.4pp | 148.84%-138.7pp |
| Employer contribution / active EE | $5,331 | $2,811+89.6% | $2,427+119.7% | $4,248+25.5% |
| Participant deferral / active EE | $5,968 | $4,623+29.1% | $4,115+45.0% | $6,531-8.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |