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 | $151,810 | $157,296-3.5% | $141,191+7.5% | $152,897-0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.40% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,433 | $5,262-53.8% | $4,736-48.6% | $4,764-48.9% |
| Participant deferral / active EE | $8,218 | $7,111+15.6% | $6,710+22.5% | $5,851+40.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |