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 | $99,451 | $154,228-35.5% | $145,433-31.6% | $137,256-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 86.82% | 74.59%+12.2pp | 66.58%+20.2pp | 220.34%-133.5pp |
| Employer contribution / active EE | $6,921 | $4,804+44.1% | $4,554+52.0% | $4,156+66.5% |
| Participant deferral / active EE | $16,555 | $8,216+101.5% | $7,897+109.6% | $6,407+158.4% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |