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 | $121,590 | $176,105-31.0% | $159,474-23.8% | $167,536-27.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.12% | 331.91%-318.8pp | 263.68%-250.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,654 | $5,299-49.9% | $4,831-45.1% | $4,839-45.2% |
| Participant deferral / active EE | $7,731 | $7,751-0.3% | $7,353+5.1% | $6,342+21.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |