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 | $139,862 | $115,814+20.8% | $101,275+38.1% | $158,982-12.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.47% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,350 | $4,176+4.2% | $3,660+18.9% | $4,763-8.7% |
| Participant deferral / active EE | $4,199 | $4,958-15.3% | $4,371-3.9% | $5,983-29.8% |
| Admin fee / account holder | $149 | $7,249-97.9% | $5,948-97.5% | $11,252-98.7% |