Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,979 | $165,399-24.4% | $149,745-16.5% | $158,982-21.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.09% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $8,888 | $5,105+74.1% | $4,646+91.3% | $4,763+86.6% |
| Participant deferral / active EE | $7,835 | $7,183+9.1% | $6,843+14.5% | $5,983+30.9% |
| Admin fee / account holder | $246 | $10,811-97.7% | $9,312-97.4% | $11,252-97.8% |