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 | $143,290 | $97,289+47.3% | $92,805+54.4% | $155,188-7.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 12.58% | 29.03%-16.5pp | 31.59%-19.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,622 | $3,632+27.2% | $3,424+35.0% | $4,248+8.8% |
| Participant deferral / active EE | $23,877 | $8,795+171.5% | $8,448+182.7% | $6,531+265.6% |
| Admin fee / account holder | $164 | $12,015-98.6% | $10,911-98.5% | $14,480-98.9% |