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 | $110,171 | $196,972-44.1% | $182,262-39.6% | $198,609-44.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.40% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,573 | $5,364-52.0% | $5,046-49.0% | $5,055-49.1% |
| Participant deferral / active EE | $9,228 | $8,643+6.8% | $8,276+11.5% | $6,977+32.3% |
| Admin fee / account holder | $103 | $18,429-99.4% | $16,712-99.4% | $19,030-99.5% |