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 | $120,196 | $161,352-25.5% | $134,172-10.4% | $137,256-12.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.01% | 28.72%-14.7pp | 25.30%-11.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,457 | $4,099-64.5% | $3,420-57.4% | $4,156-65.0% |
| Participant deferral / active EE | $16,237 | $5,552+192.4% | $4,690+246.2% | $6,407+153.4% |
| Admin fee / account holder | $161 | $15,028-98.9% | $12,016-98.7% | $12,270-98.7% |