Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,893 | $196,972-14.8% | $182,262-7.9% | $198,609-15.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.13% | 158.27%-142.1pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $14,193 | $5,364+164.6% | $5,046+181.3% | $5,055+180.7% |
| Participant deferral / active EE | $13,633 | $8,643+57.7% | $8,276+64.7% | $6,977+95.4% |
| Admin fee / account holder | $18 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |