Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,845 | $201,370-56.9% | $184,256-52.9% | $145,897-40.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.13% | 29.05%-0.9pp | 28.85%-0.7pp | 552.29%-524.2pp |
| Employer contribution / active EE | $11,610 | $7,024+65.3% | $6,427+80.6% | $4,663+149.0% |
| Participant deferral / active EE | $16,259 | $9,808+65.8% | $9,133+78.0% | $6,689+143.1% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |