Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,237 | $162,967+2.0% | $135,792+22.4% | $138,895+19.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.14% | 30.08%-14.9pp | 25.96%-10.8pp | 145.39%-130.3pp |
| Employer contribution / active EE | $22,632 | $4,211+437.4% | $3,496+547.5% | $4,194+439.6% |
| Participant deferral / active EE | $12,400 | $5,640+119.8% | $4,759+160.5% | $6,396+93.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |