Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,663 | $175,259-33.4% | $149,723-22.1% | $139,487-16.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.94% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-357.9pp |
| Employer contribution / active EE | $20,784 | $5,478+279.4% | $4,821+331.1% | $4,755+337.1% |
| Participant deferral / active EE | $16,248 | $6,522+149.1% | $5,682+185.9% | $6,713+142.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |