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 | $142,442 | $209,336-32.0% | $197,124-27.7% | $137,256+3.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.48% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,895 | $6,591-71.2% | $6,227-69.6% | $4,156-54.4% |
| Participant deferral / active EE | $12,088 | $9,614+25.7% | $9,135+32.3% | $6,407+88.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |