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 | $122,573 | $165,399-25.9% | $149,745-18.1% | $158,982-22.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.86% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $12,105 | $5,105+137.1% | $4,646+160.6% | $4,763+154.2% |
| Participant deferral / active EE | $6,186 | $7,183-13.9% | $6,843-9.6% | $5,983+3.4% |
| Admin fee / account holder | $33 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |