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 | $101,374 | $97,289+4.2% | $92,805+9.2% | $155,188-34.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.32% | 29.03%-9.7pp | 31.59%-12.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,452 | $3,632-32.5% | $3,424-28.4% | $4,248-42.3% |
| Participant deferral / active EE | $22,620 | $8,795+157.2% | $8,448+167.8% | $6,531+246.3% |
| Admin fee / account holder | $189 | $12,015-98.4% | $10,911-98.3% | $14,480-98.7% |