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 | $154,579 | $176,120-12.2% | $159,487-3.1% | $167,553-7.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.36% | 331.95%-312.6pp | 263.71%-244.3pp | 478.89%-459.5pp |
| Employer contribution / active EE | $2,803 | $5,299-47.1% | $4,831-42.0% | $4,840-42.1% |
| Participant deferral / active EE | $9,706 | $7,752+25.2% | $7,354+32.0% | $6,343+53.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |