Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,684 | $185,312-23.0% | $161,489-11.6% | $154,746-7.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.26% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,847 | $4,769-19.3% | $4,268-9.9% | $4,379-12.1% |
| Participant deferral / active EE | $9,003 | $6,350+41.8% | $5,630+59.9% | $6,730+33.8% |
| Admin fee / account holder | $112 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |