Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,310 | $159,934-7.3% | $147,005+0.9% | $145,959+1.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.49% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,599 | $5,287-50.9% | $4,934-47.3% | $4,661-44.2% |
| Participant deferral / active EE | $13,763 | $8,427+63.3% | $8,070+70.5% | $6,689+105.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |