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 | $105,579 | $212,386-50.3% | $199,883-47.2% | $138,895-24.0% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 54.77% | 47.75%+7.0pp | 43.81%+11.0pp | 145.39%-90.6pp |
| Employer contribution / active EE | $2,736 | $6,625-58.7% | $6,261-56.3% | $4,194-34.8% |
| Participant deferral / active EE | $8,063 | $9,617-16.2% | $9,138-11.8% | $6,396+26.1% |
| Admin fee / account holder | $122 | $18,233-99.3% | $17,268-99.3% | $12,562-99.0% |