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 | $158,073 | $168,635-6.3% | $147,617+7.1% | $125,389+26.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $12,871 | $6,252+105.9% | $5,564+131.3% | $4,866+164.5% |
| Participant deferral / active EE | $10,081 | $5,507+83.1% | $4,895+105.9% | $5,352+88.4% |
| Admin fee / account holder | -$58 | $13,580-100.4% | $11,612-100.5% | $9,541-100.6% |