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 | $145,013 | $185,905-22.0% | $170,057-14.7% | $139,487+4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.24% | 60.56%-28.3pp | 53.42%-21.2pp | 373.84%-341.6pp |
| Employer contribution / active EE | $5,538 | $7,597-27.1% | $6,790-18.4% | $4,755+16.5% |
| Participant deferral / active EE | $17,264 | $11,627+48.5% | $10,411+65.8% | $6,713+157.2% |
| Admin fee / account holder | $18 | $15,397-99.9% | $12,826-99.9% | $11,407-99.8% |