Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,269 | $183,592-38.3% | $155,574-27.2% | $145,877-22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,475 | $5,317-72.3% | $4,676-68.5% | $4,663-68.4% |
| Participant deferral / active EE | $12,014 | $6,466+85.8% | $5,629+113.4% | $6,691+79.6% |
| Admin fee / account holder | $263 | $19,316-98.6% | $15,914-98.4% | $13,402-98.0% |