Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,428 | $182,442-45.5% | $163,379-39.1% | $138,895-28.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.18% | 72.74%-54.6pp | 63.41%-45.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,153 | $4,159-48.2% | $3,752-42.6% | $4,194-48.7% |
| Participant deferral / active EE | $20,667 | $6,817+203.2% | $6,282+229.0% | $6,396+223.1% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |