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 | $134,723 | $185,312-27.3% | $161,489-16.6% | $154,746-12.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.72% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $8,038 | $4,769+68.5% | $4,268+88.3% | $4,379+83.5% |
| Participant deferral / active EE | $7,208 | $6,350+13.5% | $5,630+28.0% | $6,730+7.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |