Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,134 | $157,829-8.7% | $136,867+5.3% | $198,609-27.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.12% | 51.25%-32.1pp | 42.97%-23.9pp | 202.70%-183.6pp |
| Employer contribution / active EE | $19,163 | $3,923+388.5% | $3,547+440.3% | $5,055+279.1% |
| Participant deferral / active EE | $15,663 | $5,463+186.7% | $4,924+218.1% | $6,977+124.5% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |