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 | $113,937 | $143,969-20.9% | $199,883-43.0% | $82,637+37.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 28.48% | 25.67%+2.8pp | 43.81%-15.3pp | 53.51%-25.0pp |
| Employer contribution / active EE | $3,015 | $4,632-34.9% | $6,261-51.8% | $2,552+18.1% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $290 | $14,597-98.0% | $17,268-98.3% | $7,339-96.1% |