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 | $144,903 | $166,268-12.8% | $165,100-12.2% | $145,897-0.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.26% | 100.52%-85.3pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $6,882 | $5,284+30.2% | $4,348+58.3% | $4,663+47.6% |
| Participant deferral / active EE | $19,470 | $6,964+179.6% | $6,035+222.6% | $6,689+191.1% |
| Admin fee / account holder | $3 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |