Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,433 | $197,594-51.7% | $177,822-46.3% | $158,931-40.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 275.48% | 58.76%+216.7pp | 48.32%+227.2pp | 302.86%-27.4pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,943 | $8,405+65.9% | $7,714+80.7% | $5,982+133.1% |
| Admin fee / account holder | $261 | $15,400-98.3% | $12,428-97.9% | $11,247-97.7% |