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 | $227,399-60.7% | $189,758-52.9% | $198,609-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.84% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $13,668 | $5,526+147.3% | $4,767+186.7% | $5,055+170.4% |
| Participant deferral / active EE | $16,125 | $6,837+135.9% | $5,856+175.4% | $6,977+131.1% |
| Admin fee / account holder | $172 | $25,162-99.3% | $20,388-99.2% | $19,030-99.1% |