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 | $110,236 | $148,582-25.8% | $135,942-18.9% | $139,456-21.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.92% | 79.26%-54.3pp | 68.28%-43.4pp | 373.45%-348.5pp |
| Employer contribution / active EE | $4,866 | $5,245-7.2% | $4,858+0.2% | $4,753+2.4% |
| Participant deferral / active EE | $16,199 | $8,101+100.0% | $7,759+108.8% | $6,711+141.4% |
| Admin fee / account holder | $158 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |