Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,904 | $157,304-1.5% | $141,197+9.7% | $152,909+1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.67% | 64.34%-31.7pp | 71.41%-38.7pp | 345.46%-312.8pp |
| Employer contribution / active EE | $29,142 | $5,263+453.8% | $4,736+515.3% | $4,764+511.7% |
| Participant deferral / active EE | $11,453 | $7,111+61.1% | $6,710+70.7% | $5,851+95.7% |
| Admin fee / account holder | $293 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |