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 | $86,431 | $185,312-53.4% | $161,489-46.5% | $154,746-44.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.22% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,976 | $4,769-58.6% | $4,268-53.7% | $4,379-54.9% |
| Participant deferral / active EE | $5,820 | $6,350-8.3% | $5,630+3.4% | $6,730-13.5% |
| Admin fee / account holder | $186 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |