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 | $79,081 | $107,809-26.6% | $97,032-18.5% | $155,188-49.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 29.96% | 38.06%-8.1pp | 35.38%-5.4pp | 148.84%-118.9pp |
| Employer contribution / active EE | $21,042 | $2,911+622.8% | $2,629+700.4% | $4,248+395.4% |
| Participant deferral / active EE | $19,111 | $5,129+272.6% | $4,672+309.0% | $6,531+192.6% |
| Admin fee / account holder | $127 | $10,717-98.8% | $9,418-98.7% | $14,480-99.1% |