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 | $95,569 | $185,312-48.4% | $161,489-40.8% | $154,746-38.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.01% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,717 | $4,769-22.1% | $4,268-12.9% | $4,379-15.1% |
| Participant deferral / active EE | $16,317 | $6,350+157.0% | $5,630+189.8% | $6,730+142.4% |
| Admin fee / account holder | $28 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |