Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,306 | $185,312-51.8% | $161,489-44.7% | $154,746-42.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.84% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $13,668 | $4,769+186.6% | $4,268+220.2% | $4,379+212.1% |
| Participant deferral / active EE | $16,125 | $6,350+153.9% | $5,630+186.4% | $6,730+139.6% |
| Admin fee / account holder | $172 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |