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 | $133,445 | $162,136-17.7% | $152,301-12.4% | $154,746-13.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 46.43% | 91.02%-44.6pp | 80.50%-34.1pp | 172.34%-125.9pp |
| Employer contribution / active EE | $6,555 | $4,890+34.0% | $4,624+41.7% | $4,379+49.7% |
| Participant deferral / active EE | $23,221 | $8,341+178.4% | $8,004+190.1% | $6,730+245.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |