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 | $161,776 | $157,296+2.8% | $141,191+14.6% | $152,897+5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.31% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,442 | $5,262-53.6% | $4,736-48.4% | $4,764-48.7% |
| Participant deferral / active EE | $2,986 | $7,111-58.0% | $6,710-55.5% | $5,851-49.0% |
| Admin fee / account holder | $42 | $12,125-99.7% | $10,264-99.6% | $11,599-99.6% |