Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,562 | $125,778-4.1% | $114,563+5.2% | $154,746-22.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 23.23% | 295.14%-271.9pp | 241.09%-217.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $4,861 | $2,806+73.2% | $2,592+87.5% | $4,379+11.0% |
| Participant deferral / active EE | $19,069 | $4,445+329.1% | $4,142+360.4% | $6,730+183.3% |
| Admin fee / account holder | $20 | $8,190-99.8% | $7,623-99.7% | $14,365-99.9% |