Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,532 | $103,387-0.8% | $87,102+17.7% | $152,885-32.9% |
| Participation rate | 82.6% | 79.4%+3.3pp | 76.9%+5.7pp | 82.5%+0.2pp |
| Annual return | 18.34% | 28.10%-9.8pp | 28.19%-9.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $5,007 | $3,221+55.5% | $2,521+98.6% | $4,763+5.1% |
| Participant deferral / active EE | $12,174 | $4,778+154.8% | $4,048+200.7% | $5,851+108.1% |
| Admin fee / account holder | $127 | $12,193-99.0% | $7,491-98.3% | $11,598-98.9% |