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 | $147,603 | $148,629-0.7% | $135,982+8.5% | $139,487+5.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.59% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $22,122 | $5,247+321.6% | $4,859+355.3% | $4,755+365.3% |
| Participant deferral / active EE | $19,293 | $8,102+138.1% | $7,760+148.6% | $6,713+187.4% |
| Admin fee / account holder | $213 | $12,406-98.3% | $10,767-98.0% | $11,407-98.1% |