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 | $168,912 | $209,425-19.3% | $178,499-5.4% | $158,966+6.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.76% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.2pp |
| Employer contribution / active EE | $5,380 | $5,707-5.7% | $5,011+7.4% | $4,762+13.0% |
| Participant deferral / active EE | $4,885 | $5,955-18.0% | $5,202-6.1% | $5,983-18.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |