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 | $111,742 | $172,111-35.1% | $150,298-25.7% | $137,256-18.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.79% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $5,046 | $4,636+8.8% | $4,154+21.5% | $4,156+21.4% |
| Participant deferral / active EE | $10,922 | $6,166+77.1% | $5,453+100.3% | $6,407+70.5% |
| Admin fee / account holder | $116 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |