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 | $148,475 | $157,296-5.6% | $141,191+5.2% | $152,897-2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.27% | 64.34%-45.1pp | 71.41%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $3,881 | $5,262-26.2% | $4,736-18.1% | $4,764-18.5% |
| Participant deferral / active EE | $10,084 | $7,111+41.8% | $6,710+50.3% | $5,851+72.3% |
| Admin fee / account holder | $236 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |