Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,517 | $223,823-31.9% | $211,142-27.8% | $154,746-1.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.27% | 50.39%-30.1pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,934 | $6,787-71.5% | $6,442-70.0% | $4,379-55.8% |
| Participant deferral / active EE | $4,000 | $9,750-59.0% | $9,284-56.9% | $6,730-40.6% |
| Admin fee / account holder | $68 | $19,707-99.7% | $19,076-99.6% | $14,365-99.5% |