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 | $220,861 | $77,908+183.5% | $149,696+47.5% | $75,173+193.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.20% | 31.73%-8.5pp | 134.46%-111.3pp | 160.72%-137.5pp |
| Employer contribution / active EE | $8,815 | $3,138+180.9% | $4,821+82.9% | $2,671+230.0% |
| Participant deferral / active EE | $9,521 | $3,411+179.1% | $5,682+67.6% | $4,126+130.7% |
| Admin fee / account holder | $261 | $5,950-95.6% | $13,212-98.0% | $5,651-95.4% |