Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,024 | $124,314+39.2% | $109,163+58.5% | $167,518+3.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.07% | 26.04%-8.0pp | 25.75%-7.7pp | 478.71%-460.6pp |
| Employer contribution / active EE | $3,617 | $4,209-14.1% | $3,723-2.8% | $4,838-25.2% |
| Participant deferral / active EE | $11,642 | $5,256+121.5% | $4,654+150.2% | $6,342+83.6% |
| Admin fee / account holder | $24 | $7,973-99.7% | $6,754-99.6% | $12,312-99.8% |