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 | $134,252 | $196,972-31.8% | $182,262-26.3% | $198,609-32.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.47% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $5,762 | $5,364+7.4% | $5,046+14.2% | $5,055+14.0% |
| Participant deferral / active EE | $12,458 | $8,643+44.1% | $8,276+50.5% | $6,977+78.6% |
| Admin fee / account holder | $153 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |