Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,829 | $162,136-32.3% | $152,301-27.9% | $154,746-29.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.55% | 91.02%-66.5pp | 80.50%-55.9pp | 172.34%-147.8pp |
| Employer contribution / active EE | $9,217 | $4,890+88.5% | $4,624+99.3% | $4,379+110.5% |
| Participant deferral / active EE | $23,500 | $8,341+181.7% | $8,004+193.6% | $6,730+249.2% |
| Admin fee / account holder | $106 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |