Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,527 | $172,111-32.9% | $150,298-23.1% | $137,256-15.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.22% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,143 | $4,636+32.5% | $4,154+47.9% | $4,156+47.8% |
| Participant deferral / active EE | $10,767 | $6,166+74.6% | $5,453+97.5% | $6,407+68.1% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |