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 | $92,798+150.7% | $96,707+140.5% | $137,256+69.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 24.41% | 31.24%-6.8pp | 34.78%-10.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $18,981 | $4,147+357.7% | $4,191+352.9% | $4,156+356.7% |
| Participant deferral / active EE | $23,160 | $5,877+294.1% | $5,997+286.2% | $6,407+261.5% |
| Admin fee / account holder | $226 | $7,946-97.2% | $7,503-97.0% | $12,270-98.2% |