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 | $153,998 | $185,883-17.2% | $170,043-9.4% | $139,466+10.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.32% | 60.54%-35.2pp | 53.40%-28.1pp | 373.66%-348.3pp |
| Employer contribution / active EE | $17,053 | $7,596+124.5% | $6,790+151.2% | $4,754+258.7% |
| Participant deferral / active EE | $17,043 | $11,626+46.6% | $10,410+63.7% | $6,712+153.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |