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 | $128,911 | $166,268-22.5% | $165,100-21.9% | $145,897-11.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.28% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $14,948 | $5,284+182.9% | $4,348+243.8% | $4,663+220.6% |
| Participant deferral / active EE | $9,202 | $6,964+32.1% | $6,035+52.5% | $6,689+37.6% |
| Admin fee / account holder | $63 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |