Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,306 | $176,105-16.9% | $159,474-8.3% | $167,536-12.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.09% | 331.91%-318.8pp | 263.68%-250.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,490 | $5,299-53.0% | $4,831-48.5% | $4,839-48.5% |
| Participant deferral / active EE | $9,321 | $7,751+20.2% | $7,353+26.8% | $6,342+47.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |