Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,090 | $107,809+19.7% | $97,032+33.0% | $155,188-16.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.72% | 38.06%-19.3pp | 35.38%-16.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,764 | $2,911+29.3% | $2,629+43.2% | $4,248-11.4% |
| Participant deferral / active EE | $18,717 | $5,129+264.9% | $4,672+300.6% | $6,531+186.6% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |