Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,154 | $225,673-35.2% | $203,872-28.3% | $155,188-5.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.86% | 95.91%-75.1pp | 85.11%-64.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $4,258 | $4,099+3.9% | $3,757+13.3% | $4,248+0.2% |
| Participant deferral / active EE | $10,775 | $6,893+56.3% | $6,388+68.7% | $6,531+65.0% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |