Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,211 | $124,425-15.4% | $112,040-6.1% | $137,256-23.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 51.69% | 24.72%+27.0pp | 24.52%+27.2pp | 220.34%-168.6pp |
| Employer contribution / active EE | $2,941 | $3,411-13.8% | $2,954-0.4% | $4,156-29.2% |
| Participant deferral / active EE | $2,841 | $5,718-50.3% | $5,098-44.3% | $6,407-55.7% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |