Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,429 | $153,769-23.0% | $133,975-11.6% | $273,972-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $13,090 | $6,029+117.1% | $5,211+151.2% | $4,869+168.9% |
| Participant deferral / active EE | $9,330 | $6,958+34.1% | $6,282+48.5% | $5,287+76.5% |
| Admin fee / account holder | $113 | $11,765-99.0% | $9,324-98.8% | $10,133-98.9% |