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 | $138,365 | $157,304-12.0% | $141,197-2.0% | $152,909-9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.69% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,076 | $5,263-79.6% | $4,736-77.3% | $4,764-77.4% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |