Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,094 | $123,898+39.7% | $116,538+48.5% | $155,188+11.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 17.17% | 16.04%+1.1pp | 17.97%-0.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $5,840 | $4,739+23.2% | $4,541+28.6% | $4,248+37.5% |
| Participant deferral / active EE | $14,013 | $6,400+119.0% | $6,207+125.8% | $6,531+114.6% |
| Admin fee / account holder | $174 | $9,174-98.1% | $8,737-98.0% | $14,480-98.8% |