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 | $155,593 | $160,040-2.8% | $147,096+5.8% | $145,877+6.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $9,634 | $5,289+82.1% | $4,936+95.2% | $4,663+106.6% |
| Participant deferral / active EE | $12,061 | $8,429+43.1% | $8,071+49.4% | $6,691+80.3% |
| Admin fee / account holder | $180 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |