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 | $154,016 | $157,296-2.1% | $141,191+9.1% | $152,897+0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 324.22% | 64.34%+259.9pp | 71.41%+252.8pp | 345.43%-21.2pp |
| Employer contribution / active EE | $3,788 | $5,262-28.0% | $4,736-20.0% | $4,764-20.5% |
| Participant deferral / active EE | $13,449 | $7,111+89.1% | $6,710+100.4% | $5,851+129.9% |
| Admin fee / account holder | $291 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |