Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,535 | $209,336-38.6% | $197,124-34.8% | $137,256-6.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.89% | 48.09%-25.2pp | 44.34%-21.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $22,278 | $6,591+238.0% | $6,227+257.7% | $4,156+436.0% |
| Participant deferral / active EE | $14,674 | $9,614+52.6% | $9,135+60.6% | $6,407+129.0% |
| Admin fee / account holder | $206 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |