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 | $195,221 | $212,386-8.1% | $199,883-2.3% | $138,895+40.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.91% | 47.75%-19.8pp | 43.81%-15.9pp | 145.39%-117.5pp |
| Employer contribution / active EE | $4,452 | $6,625-32.8% | $6,261-28.9% | $4,194+6.2% |
| Participant deferral / active EE | $19,100 | $9,617+98.6% | $9,138+109.0% | $6,396+198.6% |
| Admin fee / account holder | $202 | $18,233-98.9% | $17,268-98.8% | $12,562-98.4% |