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 | $185,827 | $198,457-6.4% | $170,435+9.0% | $147,586+25.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.46% | 257.30%-243.8pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $5,146 | $6,183-16.8% | $5,432-5.3% | $4,876+5.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |