Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,345 | $156,398-39.7% | $147,318-36.0% | $138,895-32.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 28.06% | 78.75%-50.7pp | 70.43%-42.4pp | 145.39%-117.3pp |
| Employer contribution / active EE | $10,350 | $4,853+113.3% | $4,593+125.3% | $4,194+146.8% |
| Participant deferral / active EE | $22,425 | $8,237+172.2% | $7,906+183.6% | $6,396+250.6% |
| Admin fee / account holder | $148 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |