Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,495 | $196,972-31.2% | $182,262-25.7% | $198,609-31.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.31% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $12,816 | $5,364+139.0% | $5,046+154.0% | $5,055+153.5% |
| Participant deferral / active EE | $17,850 | $8,643+106.5% | $8,276+115.7% | $6,977+155.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |