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 | $232,623 | $95,959+142.4% | $97,411+138.8% | $138,895+67.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 24.41% | 29.30%-4.9pp | 34.72%-10.3pp | 145.39%-121.0pp |
| Employer contribution / active EE | $18,981 | $4,278+343.7% | $4,210+350.9% | $4,194+352.6% |
| Participant deferral / active EE | $23,160 | $5,876+294.1% | $5,886+293.5% | $6,396+262.1% |
| Admin fee / account holder | $226 | $7,555-97.0% | $7,145-96.8% | $12,562-98.2% |