Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,520 | $209,336-27.1% | $197,124-22.6% | $137,256+11.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.17% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,896 | $6,591-40.9% | $6,227-37.4% | $4,156-6.3% |
| Participant deferral / active EE | $11,093 | $9,614+15.4% | $9,135+21.4% | $6,407+73.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |