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 | $150,385 | $198,457-24.2% | $170,435-11.8% | $147,586+1.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $5,377 | $6,183-13.0% | $5,432-1.0% | $4,876+10.3% |
| Participant deferral / active EE | $11,325 | $5,629+101.2% | $4,939+129.3% | $5,439+108.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |