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 | $144,452 | $148,623-2.8% | $135,974+6.2% | $139,466+3.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.69% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $9,032 | $5,246+72.2% | $4,859+85.9% | $4,754+90.0% |
| Participant deferral / active EE | $6,066 | $8,103-25.1% | $7,760-21.8% | $6,712-9.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |