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 | $169,219 | $227,291-25.5% | $214,702-21.2% | $155,188+9.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.84% | 60.08%-38.2pp | 54.55%-32.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,135 | $6,772-68.5% | $6,461-67.0% | $4,248-49.7% |
| Participant deferral / active EE | $15,016 | $9,582+56.7% | $9,147+64.2% | $6,531+129.9% |
| Admin fee / account holder | $82 | $20,413-99.6% | $19,830-99.6% | $14,480-99.4% |