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 | $152,268 | $176,402-13.7% | $134,162+13.5% | $158,982-4.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.88% | 63.66%-40.8pp | 36.35%-13.5pp | 302.99%-280.1pp |
| Employer contribution / active EE | $13,278 | $5,042+163.3% | $3,705+258.4% | $4,763+178.8% |
| Participant deferral / active EE | $13,300 | $4,093+225.0% | $3,500+280.1% | $5,983+122.3% |
| Admin fee / account holder | $219 | $8,719-97.5% | $6,685-96.7% | $11,252-98.0% |