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 | $200,702 | $209,422-4.2% | $178,503+12.4% | $158,982+26.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.21% | 188.81%-170.6pp | 151.12%-132.9pp | 302.99%-284.8pp |
| Employer contribution / active EE | $4,553 | $5,707-20.2% | $5,011-9.2% | $4,763-4.4% |
| Participant deferral / active EE | $6,814 | $5,955+14.4% | $5,202+31.0% | $5,983+13.9% |
| Admin fee / account holder | $225 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |