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 | $104,540 | $155,555-32.8% | $146,866-28.8% | $155,188-32.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 28.64% | 115.41%-86.8pp | 102.85%-74.2pp | 148.84%-120.2pp |
| Employer contribution / active EE | $13,673 | $4,647+194.3% | $4,425+209.0% | $4,248+221.9% |
| Participant deferral / active EE | $10,562 | $8,044+31.3% | $7,759+36.1% | $6,531+61.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |