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 | $128,330 | $165,381-22.4% | $149,730-14.3% | $158,966-19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.55% | 348.29%-332.7pp | 276.70%-261.2pp | 302.95%-287.4pp |
| Employer contribution / active EE | $13,015 | $5,104+155.0% | $4,645+180.2% | $4,762+173.3% |
| Participant deferral / active EE | $13,600 | $7,182+89.4% | $6,843+98.8% | $5,983+127.3% |
| Admin fee / account holder | $84 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |