Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,480 | $184,014-44.9% | $161,149-37.0% | $138,895-26.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.56% | 21.52%-5.0pp | 21.16%-4.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $8,991 | $5,055+77.9% | $4,360+106.2% | $4,194+114.4% |
| Participant deferral / active EE | $7,715 | $6,909+11.7% | $6,153+25.4% | $6,396+20.6% |
| Admin fee / account holder | $118 | $18,027-99.3% | $15,194-99.2% | $12,562-99.1% |