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 | $111,894 | $172,111-35.0% | $150,298-25.6% | $137,256-18.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.23% | 69.37%-56.1pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,382 | $4,636+37.7% | $4,154+53.6% | $4,156+53.6% |
| Participant deferral / active EE | $8,933 | $6,166+44.9% | $5,453+63.8% | $6,407+39.4% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |