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 | $189,222 | $201,370-6.0% | $184,256+2.7% | $145,897+29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.21% | 29.05%-10.8pp | 28.85%-10.6pp | 552.29%-534.1pp |
| Employer contribution / active EE | $7,729 | $7,024+10.0% | $6,427+20.3% | $4,663+65.8% |
| Participant deferral / active EE | $9,145 | $9,808-6.8% | $9,133+0.1% | $6,689+36.7% |
| Admin fee / account holder | $198 | $16,364-98.8% | $13,899-98.6% | $13,390-98.5% |