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 | $101,907 | $97,125+4.9% | $86,233+18.2% | $137,256-25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.59% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,531 | $2,841+24.3% | $2,504+41.0% | $4,156-15.0% |
| Participant deferral / active EE | $13,980 | $5,180+169.9% | $4,559+206.6% | $6,407+118.2% |
| Admin fee / account holder | $246 | $9,725-97.5% | $8,342-97.0% | $12,270-98.0% |