Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,732 | $135,956+72.7% | $123,894+89.5% | $273,972-14.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.15% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,360 | $5,170-35.0% | $4,617-27.2% | $4,869-31.0% |
| Participant deferral / active EE | $22,750 | $6,343+258.7% | $5,984+280.2% | $5,287+330.3% |
| Admin fee / account holder | -$105 | $9,817-101.1% | $8,357-101.3% | $10,133-101.0% |