Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,814 | $114,119+32.2% | $107,187+40.7% | $138,895+8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.40% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $8,406 | $4,059+107.1% | $3,782+122.2% | $4,194+100.4% |
| Participant deferral / active EE | $3,886 | $5,538-29.8% | $5,096-23.8% | $6,396-39.3% |
| Admin fee / account holder | $26 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |