Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,012 | $97,289+83.0% | $92,805+91.8% | $155,188+14.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.80% | 29.03%-11.2pp | 31.59%-13.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,396 | $3,632-34.0% | $3,424-30.0% | $4,248-43.6% |
| Participant deferral / active EE | $10,458 | $8,795+18.9% | $8,448+23.8% | $6,531+60.1% |
| Admin fee / account holder | $194 | $12,015-98.4% | $10,911-98.2% | $14,480-98.7% |