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 | $140,287 | $227,399-38.3% | $189,758-26.1% | $198,609-29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.57% | 61.03%-47.5pp | 52.62%-39.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $3,138 | $5,526-43.2% | $4,767-34.2% | $5,055-37.9% |
| Participant deferral / active EE | $3,624 | $6,837-47.0% | $5,856-38.1% | $6,977-48.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |