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 | $166,576 | $106,267+56.8% | $96,520+72.6% | $139,456+19.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.38% | 38.45%-14.1pp | 35.72%-11.3pp | 373.45%-349.1pp |
| Employer contribution / active EE | $12,373 | $4,105+201.4% | $3,739+230.9% | $4,753+160.3% |
| Participant deferral / active EE | $1,417 | $5,454-74.0% | $4,879-71.0% | $6,711-78.9% |
| Admin fee / account holder | $281 | $7,882-96.4% | $6,733-95.8% | $11,407-97.5% |