Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,154 | $182,442-19.9% | $163,379-10.5% | $138,895+5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.86% | 72.74%-51.9pp | 63.41%-42.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,258 | $4,159+2.4% | $3,752+13.5% | $4,194+1.5% |
| Participant deferral / active EE | $10,775 | $6,817+58.1% | $6,282+71.5% | $6,396+68.5% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |