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 | $153,567 | $183,592-16.4% | $155,574-1.3% | $145,877+5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,567 | $5,317-51.7% | $4,676-45.1% | $4,663-44.9% |
| Participant deferral / active EE | $8,387 | $6,466+29.7% | $5,629+49.0% | $6,691+25.4% |
| Admin fee / account holder | $51 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |