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 | $196,321 | $64,359+205.0% | $90,161+117.7% | $70,126+180.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.38% | 28.13%-9.8pp | 34.89%-16.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $10,409 | $2,046+408.8% | $3,318+213.7% | $2,343+344.3% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |