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 | $132,406 | $160,040-17.3% | $147,096-10.0% | $145,877-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.65% | 98.49%-78.8pp | 419.75%-400.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $4,278 | $5,289-19.1% | $4,936-13.3% | $4,663-8.3% |
| Participant deferral / active EE | $8,297 | $8,429-1.6% | $8,071+2.8% | $6,691+24.0% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |