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 | $92,472 | $138,312-33.1% | $122,979-24.8% | $155,188-40.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.34% | 22.06%-2.7pp | 20.12%-0.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $7,441 | $3,530+110.8% | $3,062+143.0% | $4,248+75.2% |
| Participant deferral / active EE | $22,323 | $5,592+299.2% | $5,003+346.2% | $6,531+241.8% |
| Admin fee / account holder | $221 | $15,089-98.5% | $12,864-98.3% | $14,480-98.5% |