Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,824 | $275,752-63.4% | $256,809-60.7% | $198,609-49.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.60% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $4,907 | $7,721-36.4% | $7,263-32.4% | $5,055-2.9% |
| Participant deferral / active EE | $10,290 | $10,037+2.5% | $9,520+8.1% | $6,977+47.5% |
| Admin fee / account holder | $106 | $25,716-99.6% | $25,146-99.6% | $19,030-99.4% |