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 | $152,230 | $209,336-27.3% | $197,124-22.8% | $137,256+10.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.32% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,213 | $6,591-66.4% | $6,227-64.5% | $4,156-46.7% |
| Participant deferral / active EE | $13,702 | $9,614+42.5% | $9,135+50.0% | $6,407+113.9% |
| Admin fee / account holder | $156 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |