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 | $115,511 | $182,442-36.7% | $163,379-29.3% | $138,895-16.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.41% | 72.74%-60.3pp | 63.41%-51.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $5,678 | $4,159+36.5% | $3,752+51.3% | $4,194+35.4% |
| Participant deferral / active EE | $6,331 | $6,817-7.1% | $6,282+0.8% | $6,396-1.0% |
| Admin fee / account holder | $25 | $10,396-99.8% | $9,818-99.7% | $12,562-99.8% |