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 | $136,826 | $162,821-16.0% | $133,978+2.1% | $158,982-13.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.81% | 41.95%-25.1pp | 45.10%-28.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $4,262 | $4,976-14.4% | $3,919+8.7% | $4,763-10.5% |
| Participant deferral / active EE | $8,297 | $5,910+40.4% | $5,047+64.4% | $5,983+38.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |