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 | $132,685 | $166,020-20.1% | $164,866-19.5% | $145,959-9.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.86% | 100.08%-80.2pp | 69.97%-50.1pp | 561.95%-542.1pp |
| Employer contribution / active EE | $9,473 | $5,275+79.6% | $4,343+118.1% | $4,661+103.2% |
| Participant deferral / active EE | $16,116 | $6,961+131.5% | $6,033+167.1% | $6,689+140.9% |
| Admin fee / account holder | $22 | $16,644-99.9% | $12,689-99.8% | $13,398-99.8% |