Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,977 | $211,288-39.4% | $178,540-28.3% | $145,884-12.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.65% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,510 | $4,574-45.1% | $3,953-36.5% | $4,662-46.2% |
| Participant deferral / active EE | $16,160 | $6,967+132.0% | $6,281+157.3% | $6,690+141.6% |
| Admin fee / account holder | $31 | $12,105-99.7% | $10,424-99.7% | $13,392-99.8% |