Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,503 | $160,040-11.6% | $147,096-3.8% | $145,877-3.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.29% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $4,706 | $5,289-11.0% | $4,936-4.7% | $4,663+0.9% |
| Participant deferral / active EE | $15,096 | $8,429+79.1% | $8,071+87.0% | $6,691+125.6% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |