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 | $105,414 | $147,556-28.6% | $129,031-18.3% | $198,609-46.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.54% | 37.41%-18.9pp | 34.67%-16.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $5,572 | $3,645+52.9% | $3,226+72.7% | $5,055+10.2% |
| Participant deferral / active EE | $18,091 | $5,760+214.1% | $5,217+246.8% | $6,977+159.3% |
| Admin fee / account holder | $214 | $15,467-98.6% | $13,208-98.4% | $19,030-98.9% |