Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,610 | $183,539+4.4% | $155,556+23.2% | $145,897+31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,807 | $5,315-9.6% | $4,675+2.8% | $4,663+3.1% |
| Participant deferral / active EE | $4,000 | $6,467-38.1% | $5,631-29.0% | $6,689-40.2% |
| Admin fee / account holder | $4 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |