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 | $135,746 | $117,396+15.6% | $99,452+36.5% | $152,870-11.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 27.19% | 31.87%-4.7pp | 30.72%-3.5pp | 345.34%-318.2pp |
| Employer contribution / active EE | $14,422 | $3,013+378.6% | $2,540+467.8% | $4,763+202.8% |
| Participant deferral / active EE | $13,587 | $4,086+232.5% | $3,619+275.4% | $5,850+132.2% |
| Admin fee / account holder | $2 | $7,632-100.0% | $6,251-100.0% | $11,597-100.0% |