Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,414 | $99,053+4.4% | $88,179+17.3% | $138,895-25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.56% | 78.17%-59.6pp | 64.97%-46.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,945 | $2,882+71.6% | $2,549+94.0% | $4,194+17.9% |
| Participant deferral / active EE | $16,239 | $5,225+210.8% | $4,614+252.0% | $6,396+153.9% |
| Admin fee / account holder | $182 | $8,748-97.9% | $7,673-97.6% | $12,562-98.6% |