Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,654 | $209,336-37.6% | $197,124-33.7% | $137,256-4.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.38% | 48.09%-23.7pp | 44.34%-20.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $11,513 | $6,591+74.7% | $6,227+84.9% | $4,156+177.0% |
| Participant deferral / active EE | $22,243 | $9,614+131.4% | $9,135+143.5% | $6,407+247.2% |
| Admin fee / account holder | $130 | $17,308-99.3% | $16,298-99.2% | $12,270-98.9% |