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 | $162,953 | $201,372-19.1% | $184,260-11.6% | $145,884+11.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $26,132 | $7,024+272.1% | $6,427+306.6% | $4,662+460.5% |
| Participant deferral / active EE | $14,063 | $9,808+43.4% | $9,133+54.0% | $6,690+110.2% |
| Admin fee / account holder | $46 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |