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 | $133,338 | $162,821-18.1% | $133,978-0.5% | $158,982-16.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.84% | 41.95%-25.1pp | 45.10%-28.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $22,459 | $4,976+351.3% | $3,919+473.1% | $4,763+371.5% |
| Participant deferral / active EE | $16,651 | $5,910+181.7% | $5,047+229.9% | $5,983+178.3% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |