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 | $145,668 | $150,446-3.2% | $136,297+6.9% | $147,585-1.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.35% | 1049.14%-1027.8pp | 5156.19%-5134.8pp | 578.58%-557.2pp |
| Employer contribution / active EE | $2,537 | $5,256-51.7% | $4,696-46.0% | $4,876-48.0% |
| Participant deferral / active EE | $8,843 | $6,631+33.4% | $6,247+41.6% | $5,439+62.6% |
| Admin fee / account holder | $42 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |