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 | $160,623 | $227,291-29.3% | $214,702-25.2% | $155,188+3.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.27% | 60.08%-43.8pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,880 | $6,772-57.5% | $6,461-55.4% | $4,248-32.2% |
| Participant deferral / active EE | $25,200 | $9,582+163.0% | $9,147+175.5% | $6,531+285.8% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |