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 | $148,499 | $160,070-7.2% | $147,117+0.9% | $145,897+1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 98.69%-75.6pp | 420.54%-397.5pp | 552.29%-529.2pp |
| Employer contribution / active EE | $18,800 | $5,285+255.7% | $4,932+281.1% | $4,663+303.2% |
| Participant deferral / active EE | $12,880 | $8,419+53.0% | $8,065+59.7% | $6,689+92.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |