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 | $101,714 | $149,679-32.0% | $117,039-13.1% | $147,586-31.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.68% | 19.31%-5.6pp | 18.95%-5.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $11,844 | $4,937+139.9% | $3,785+212.9% | $4,876+142.9% |
| Participant deferral / active EE | $18,649 | $4,912+279.7% | $3,929+374.6% | $5,439+242.9% |
| Admin fee / account holder | $164 | $7,856-97.9% | $5,974-97.3% | $10,886-98.5% |