Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,841 | $92,798+11.9% | $96,707+7.4% | $137,256-24.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 22.15% | 31.24%-9.1pp | 34.78%-12.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $6,205 | $4,147+49.6% | $4,191+48.0% | $4,156+49.3% |
| Participant deferral / active EE | $12,413 | $5,877+111.2% | $5,997+107.0% | $6,407+93.7% |
| Admin fee / account holder | $102 | $7,946-98.7% | $7,503-98.6% | $12,270-99.2% |