Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,949 | $166,242-26.6% | $165,071-26.1% | $145,884-16.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 51.73% | 100.44%-48.7pp | 70.17%-18.4pp | 551.85%-500.1pp |
| Employer contribution / active EE | $4,867 | $5,283-7.9% | $4,347+11.9% | $4,662+4.4% |
| Participant deferral / active EE | $14,962 | $6,964+114.8% | $6,035+147.9% | $6,690+123.7% |
| Admin fee / account holder | $234 | $16,658-98.6% | $12,695-98.2% | $13,392-98.3% |