Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,513 | $208,088-19.5% | $186,193-10.0% | $154,746+8.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.75% | 89.97%-76.2pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $19,034 | $4,340+338.6% | $3,918+385.8% | $4,379+334.7% |
| Participant deferral / active EE | $13,467 | $7,078+90.3% | $6,513+106.8% | $6,730+100.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |