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 | $131,798 | $110,212+19.6% | $96,534+36.5% | $139,466-5.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.01% | 26.42%-11.4pp | 25.88%-10.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $10,488 | $3,620+189.7% | $2,965+253.7% | $4,754+120.6% |
| Participant deferral / active EE | $9,850 | $5,547+77.6% | $4,851+103.1% | $6,712+46.8% |
| Admin fee / account holder | $147 | $11,599-98.7% | $8,253-98.2% | $11,409-98.7% |