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 | $158,457 | $172,111-7.9% | $150,298+5.4% | $137,256+15.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,120 | $4,636-54.3% | $4,154-49.0% | $4,156-49.0% |
| Participant deferral / active EE | $7,425 | $6,166+20.4% | $5,453+36.2% | $6,407+15.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |