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 | $164,019 | $166,268-1.4% | $165,100-0.7% | $145,897+12.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.15% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.1pp |
| Employer contribution / active EE | $6,604 | $5,284+25.0% | $4,348+51.9% | $4,663+41.6% |
| Participant deferral / active EE | $20,351 | $6,964+192.2% | $6,035+237.2% | $6,689+204.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |