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 | $247,099 | $176,077+40.3% | $159,455+55.0% | $167,518+47.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.18% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,981 | $5,298-62.6% | $4,830-59.0% | $4,838-59.1% |
| Participant deferral / active EE | $23,126 | $7,751+198.4% | $7,353+214.5% | $6,342+264.6% |
| Admin fee / account holder | $66 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |