Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,010 | $182,442-33.7% | $163,379-25.9% | $138,895-12.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.15% | 72.74%-57.6pp | 63.41%-48.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,009 | $4,159-51.7% | $3,752-46.5% | $4,194-52.1% |
| Participant deferral / active EE | $2,009 | $6,817-70.5% | $6,282-68.0% | $6,396-68.6% |
| Admin fee / account holder | $266 | $10,396-97.4% | $9,818-97.3% | $12,562-97.9% |