Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,060 | $183,592-46.0% | $155,574-36.3% | $145,877-32.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.23% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,699 | $5,317-49.2% | $4,676-42.3% | $4,663-42.1% |
| Participant deferral / active EE | $6,519 | $6,466+0.8% | $5,629+15.8% | $6,691-2.6% |
| Admin fee / account holder | $126 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |