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 | $83,479 | $181,062-53.9% | $158,223-47.2% | $155,188-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.28% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.6pp |
| Employer contribution / active EE | $23,130 | $4,565+406.7% | $4,109+462.9% | $4,248+444.5% |
| Participant deferral / active EE | $22,550 | $6,134+267.6% | $5,467+312.5% | $6,531+245.3% |
| Admin fee / account holder | $17 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |