Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,747 | $162,136-46.5% | $152,301-43.0% | $154,746-43.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $7,126 | $4,890+45.7% | $4,624+54.1% | $4,379+62.7% |
| Participant deferral / active EE | $4,158 | $8,341-50.2% | $8,004-48.1% | $6,730-38.2% |
| Admin fee / account holder | $102 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |