Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,628 | $156,398-38.9% | $147,318-35.1% | $138,895-31.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.89% | 78.75%-58.9pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,679 | $4,853-24.2% | $4,593-19.9% | $4,194-12.3% |
| Participant deferral / active EE | $16,522 | $8,237+100.6% | $7,906+109.0% | $6,396+158.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |