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 | $154,526 | $183,539-15.8% | $155,556-0.7% | $145,897+5.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.46% | 61.31%-44.8pp | 64.84%-48.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $4,389 | $5,315-17.4% | $4,675-6.1% | $4,663-5.9% |
| Participant deferral / active EE | $12,190 | $6,467+88.5% | $5,631+116.5% | $6,689+82.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |