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 | $121,134 | $201,344-39.8% | $184,243-34.3% | $145,877-17.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.92% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $14,390 | $7,022+104.9% | $6,427+123.9% | $4,663+208.6% |
| Participant deferral / active EE | $12,943 | $9,807+32.0% | $9,132+41.7% | $6,691+93.5% |
| Admin fee / account holder | $94 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |