Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,435 | $126,661+18.8% | $113,397+32.7% | $138,895+8.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.08% | 25.05%-6.0pp | 23.20%-4.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,667 | $3,456-22.8% | $2,977-10.4% | $4,194-36.4% |
| Participant deferral / active EE | $8,504 | $5,693+49.4% | $5,076+67.5% | $6,396+32.9% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |