Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,160 | $212,386-7.6% | $199,883-1.9% | $138,895+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.73% | 47.75%-29.0pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $5,583 | $6,625-15.7% | $6,261-10.8% | $4,194+33.1% |
| Participant deferral / active EE | $14,493 | $9,617+50.7% | $9,138+58.6% | $6,396+126.6% |
| Admin fee / account holder | $1 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |