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 | $115,890 | $197,625-41.4% | $177,840-34.8% | $158,966-27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.64% | 58.76%-36.1pp | 48.32%-25.7pp | 302.95%-280.3pp |
| Employer contribution / active EE | $13,575 | $6,698+102.7% | $5,919+129.4% | $4,762+185.0% |
| Participant deferral / active EE | $9,072 | $8,405+7.9% | $7,714+17.6% | $5,983+51.6% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |