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 | $157,289 | $148,623+5.8% | $135,974+15.7% | $139,466+12.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.91% | 79.30%-37.4pp | 68.30%-26.4pp | 373.66%-331.8pp |
| Employer contribution / active EE | $2,320 | $5,246-55.8% | $4,859-52.3% | $4,754-51.2% |
| Participant deferral / active EE | $8,951 | $8,103+10.5% | $7,760+15.3% | $6,712+33.4% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |