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 | $79,376 | $162,136-51.0% | $152,301-47.9% | $154,746-48.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.36% | 91.02%-69.7pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $10,034 | $4,890+105.2% | $4,624+117.0% | $4,379+129.1% |
| Participant deferral / active EE | $32,554 | $8,341+290.3% | $8,004+306.7% | $6,730+383.7% |
| Admin fee / account holder | $107 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |