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 | $160,070-7.3% | $147,117+0.8% | $145,897+1.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.49% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,599 | $5,285-50.8% | $4,932-47.3% | $4,663-44.3% |
| Participant deferral / active EE | $13,763 | $8,419+63.5% | $8,065+70.7% | $6,689+105.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |