Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,961 | $124,213+47.3% | $118,106+54.9% | $154,746+18.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.35% | 18.29%-2.9pp | 19.44%-4.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,397 | $4,905-30.7% | $4,698-27.7% | $4,379-22.4% |
| Participant deferral / active EE | $5,850 | $6,859-14.7% | $6,619-11.6% | $6,730-13.1% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |