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 | $134,174 | $165,399-18.9% | $149,745-10.4% | $158,982-15.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.50% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $12,910 | $5,105+152.9% | $4,646+177.9% | $4,763+171.1% |
| Participant deferral / active EE | $8,662 | $7,183+20.6% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $33 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |