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 | $140,310 | $152,460-8.0% | $118,746+18.2% | $147,586-4.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.44% | 17.41%-2.0pp | 24.54%-9.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $12,662 | $5,046+150.9% | $4,193+202.0% | $4,876+159.7% |
| Participant deferral / active EE | $7,741 | $6,212+24.6% | $5,332+45.2% | $5,439+42.3% |
| Admin fee / account holder | $58 | $16,953-99.7% | $10,720-99.5% | $10,886-99.5% |