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 | $87,177 | $211,105-58.7% | $178,449-51.1% | $145,978-40.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.37% | 30.19%-14.8pp | 27.09%-11.7pp | 550.52%-535.1pp |
| Employer contribution / active EE | $4,843 | $4,569+6.0% | $3,951+22.6% | $4,662+3.9% |
| Participant deferral / active EE | $11,838 | $6,959+70.1% | $6,277+88.6% | $6,690+77.0% |
| Admin fee / account holder | $170 | $12,017-98.6% | $10,362-98.4% | $13,400-98.7% |