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 | $143,760 | $162,821-11.7% | $133,978+7.3% | $158,982-9.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.54% | 41.95%-28.4pp | 45.10%-31.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $11,947 | $4,976+140.1% | $3,919+204.9% | $4,763+150.8% |
| Participant deferral / active EE | $12,384 | $5,910+109.5% | $5,047+145.4% | $5,983+107.0% |
| Admin fee / account holder | $4 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |