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 | $140,619 | $196,972-28.6% | $182,262-22.8% | $198,609-29.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.06% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,292 | $5,364-57.3% | $5,046-54.6% | $5,055-54.7% |
| Participant deferral / active EE | $25,643 | $8,643+196.7% | $8,276+209.8% | $6,977+267.6% |
| Admin fee / account holder | $159 | $18,429-99.1% | $16,712-99.1% | $19,030-99.2% |