Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,002 | $172,111-34.9% | $150,298-25.5% | $137,256-18.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.56% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $10,160 | $4,636+119.1% | $4,154+144.6% | $4,156+144.5% |
| Participant deferral / active EE | $30,103 | $6,166+388.2% | $5,453+452.1% | $6,407+369.9% |
| Admin fee / account holder | $223 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |