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 | $81,569 | $174,379-53.2% | $152,093-46.4% | $138,895-41.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.32% | 74.86%-50.5pp | 66.36%-42.0pp | 145.39%-121.1pp |
| Employer contribution / active EE | $8,589 | $4,652+84.6% | $4,175+105.7% | $4,194+104.8% |
| Participant deferral / active EE | $13,812 | $6,159+124.3% | $5,451+153.4% | $6,396+115.9% |
| Admin fee / account holder | $160 | $16,880-99.1% | $14,497-98.9% | $12,562-98.7% |