Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,687 | $183,592-30.5% | $155,574-17.9% | $145,877-12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $5,530 | $5,317+4.0% | $4,676+18.3% | $4,663+18.6% |
| Participant deferral / active EE | $16,810 | $6,466+160.0% | $5,629+198.6% | $6,691+151.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |