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 | $102,609+10.7% | $98,090+15.8% | $138,895-18.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.12% | 36.44%-15.3pp | 37.05%-15.9pp | 145.39%-124.3pp |
| Employer contribution / active EE | $5,338 | $3,867+38.0% | $3,606+48.0% | $4,194+27.3% |
| Participant deferral / active EE | $20,938 | $8,167+156.4% | $7,845+166.9% | $6,396+227.3% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |