Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,550 | $181,062-40.6% | $158,223-32.0% | $155,188-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.34% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $11,358 | $4,565+148.8% | $4,109+176.4% | $4,248+167.4% |
| Participant deferral / active EE | $13,561 | $6,134+121.1% | $5,467+148.0% | $6,531+107.6% |
| Admin fee / account holder | $121 | $18,825-99.4% | $16,047-99.2% | $14,480-99.2% |