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 | $145,599 | $198,470-26.6% | $170,444-14.6% | $147,585-1.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.16% | 257.30%-243.1pp | 205.94%-191.8pp | 578.56%-564.4pp |
| Employer contribution / active EE | $7,408 | $6,184+19.8% | $5,433+36.4% | $4,876+51.9% |
| Participant deferral / active EE | $8,194 | $5,629+45.6% | $4,939+65.9% | $5,439+50.7% |
| Admin fee / account holder | $77 | $16,852-99.5% | $13,881-99.4% | $10,885-99.3% |