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 | $161,342 | $198,462-18.7% | $170,439-5.3% | $147,585+9.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.52% | 257.30%-237.8pp | 205.94%-186.4pp | 578.58%-559.1pp |
| Employer contribution / active EE | $2,490 | $6,184-59.7% | $5,433-54.2% | $4,876-48.9% |
| Participant deferral / active EE | $6,950 | $5,629+23.5% | $4,939+40.7% | $5,439+27.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |