Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,598 | $169,361-15.2% | $129,397+11.0% | $145,877-1.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.60% | 14395.54%-14369.9pp | 9453.98%-9428.4pp | 551.28%-525.7pp |
| Employer contribution / active EE | $31,612 | $5,542+470.4% | $4,154+661.0% | $4,663+577.9% |
| Participant deferral / active EE | $14,200 | $4,987+184.7% | $4,167+240.7% | $6,691+112.2% |
| Admin fee / account holder | $162 | $9,903-98.4% | $7,679-97.9% | $13,402-98.8% |