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 | $161,017 | $144,130+11.7% | $117,861+36.6% | $147,586+9.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.57% | 531.20%-513.6pp | 335.11%-317.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,622 | $4,897-26.0% | $3,786-4.3% | $4,876-25.7% |
| Participant deferral / active EE | $6,726 | $5,316+26.5% | $4,482+50.1% | $5,439+23.7% |
| Admin fee / account holder | $18 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |