Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,189 | $181,062-33.6% | $158,223-24.0% | $155,188-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.36% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $4,886 | $4,565+7.0% | $4,109+18.9% | $4,248+15.0% |
| Participant deferral / active EE | $5,501 | $6,134-10.3% | $5,467+0.6% | $6,531-15.8% |
| Admin fee / account holder | $262 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |