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 | $151,904 | $160,040-5.1% | $147,096+3.3% | $145,877+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.28% | 98.49%-78.2pp | 419.75%-399.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $6,085 | $5,289+15.0% | $4,936+23.3% | $4,663+30.5% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |