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 | $151,751 | $183,516-17.3% | $155,534-2.4% | $145,884+4.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $15,339 | $5,315+188.6% | $4,675+228.1% | $4,662+229.0% |
| Participant deferral / active EE | $5,733 | $6,467-11.3% | $5,630+1.8% | $6,690-14.3% |
| Admin fee / account holder | $31 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |