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 | $130,862 | $165,361-20.9% | $149,715-12.6% | $158,950-17.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.17% | 348.24%-335.1pp | 276.66%-263.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,861 | $5,103-43.9% | $4,645-38.4% | $4,762-39.9% |
| Participant deferral / active EE | $7,888 | $7,182+9.8% | $6,842+15.3% | $5,983+31.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |