Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,622 | $166,131-9.3% | $164,975-8.7% | $145,877+3.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.94% | 100.37%-82.4pp | 70.12%-52.2pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,691 | $5,276-30.0% | $4,343-15.0% | $4,663-20.8% |
| Participant deferral / active EE | $22,450 | $6,962+222.5% | $6,033+272.1% | $6,691+235.5% |
| Admin fee / account holder | $233 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |