Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,873 | $227,291-62.7% | $214,702-60.5% | $155,188-45.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.95% | 60.08%-39.1pp | 54.55%-33.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $4,463 | $6,772-34.1% | $6,461-30.9% | $4,248+5.1% |
| Participant deferral / active EE | $11,390 | $9,582+18.9% | $9,147+24.5% | $6,531+74.4% |
| Admin fee / account holder | $93 | $20,413-99.5% | $19,830-99.5% | $14,480-99.4% |