Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,594 | $185,883-2.3% | $170,043+6.8% | $139,466+30.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 66.31% | 60.54%+5.8pp | 53.40%+12.9pp | 373.66%-307.4pp |
| Employer contribution / active EE | $7,543 | $7,596-0.7% | $6,790+11.1% | $4,754+58.7% |
| Participant deferral / active EE | $8,747 | $11,626-24.8% | $10,410-16.0% | $6,712+30.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |