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 | $205,821 | $201,372+2.2% | $184,260+11.7% | $145,884+41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 29.04%-12.0pp | 28.84%-11.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,833 | $7,024-45.4% | $6,427-40.4% | $4,662-17.8% |
| Participant deferral / active EE | $5,940 | $9,808-39.4% | $9,133-35.0% | $6,690-11.2% |
| Admin fee / account holder | $45 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |