Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,219 | $223,823-24.4% | $211,142-19.9% | $154,746+9.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.84% | 50.39%-28.5pp | 46.84%-25.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,135 | $6,787-68.5% | $6,442-66.9% | $4,379-51.2% |
| Participant deferral / active EE | $15,016 | $9,750+54.0% | $9,284+61.7% | $6,730+123.1% |
| Admin fee / account holder | $82 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |