Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,487 | $157,304-13.9% | $141,197-4.0% | $152,909-11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $13,254 | $5,263+151.8% | $4,736+179.8% | $4,764+178.2% |
| Participant deferral / active EE | $10,966 | $7,111+54.2% | $6,710+63.4% | $5,851+87.4% |
| Admin fee / account holder | $116 | $12,126-99.0% | $10,265-98.9% | $11,601-99.0% |