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 | $233,749 | $76,407+205.9% | $150,298+55.5% | $82,448+183.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.71% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,885 | $2,614+10.4% | $4,154-30.6% | $2,551+13.1% |
| Participant deferral / active EE | $7,935 | $3,214+146.9% | $5,453+45.5% | $4,139+91.7% |
| Admin fee / account holder | $31 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |