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 | $177,255 | $160,040+10.8% | $147,096+20.5% | $145,877+21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.51% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $4,175 | $5,289-21.1% | $4,936-15.4% | $4,663-10.5% |
| Participant deferral / active EE | $14,281 | $8,429+69.4% | $8,071+76.9% | $6,691+113.4% |
| Admin fee / account holder | $103 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |