Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,581 | $107,666+5.5% | $102,184+11.2% | $154,746-26.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.12% | 29.33%-8.2pp | 31.58%-10.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $5,338 | $3,846+38.8% | $3,594+48.5% | $4,379+21.9% |
| Participant deferral / active EE | $20,938 | $8,719+140.1% | $8,309+152.0% | $6,730+211.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |