Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,022 | $183,539-27.5% | $155,556-14.5% | $145,897-8.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.20% | 61.31%+4.9pp | 64.84%+1.4pp | 552.29%-486.1pp |
| Employer contribution / active EE | $14,209 | $5,315+167.3% | $4,675+203.9% | $4,663+204.7% |
| Participant deferral / active EE | $4,640 | $6,467-28.3% | $5,631-17.6% | $6,689-30.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |