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 | $179,885 | $103,008+74.6% | $90,304+99.2% | $152,897+17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.64% | 95.22%-73.6pp | 78.13%-56.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $4,881 | $3,139+55.5% | $2,855+71.0% | $4,764+2.5% |
| Participant deferral / active EE | $13,475 | $4,281+214.7% | $3,885+246.8% | $5,851+130.3% |
| Admin fee / account holder | $63 | $6,175-99.0% | $5,354-98.8% | $11,599-99.5% |