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 | $133,678 | $156,398-14.5% | $147,318-9.3% | $138,895-3.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.20% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $22,205 | $4,853+357.5% | $4,593+383.5% | $4,194+429.4% |
| Participant deferral / active EE | $19,038 | $8,237+131.1% | $7,906+140.8% | $6,396+197.6% |
| Admin fee / account holder | $143 | $14,976-99.0% | $13,708-99.0% | $12,562-98.9% |