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 | $215,207 | $176,402+22.0% | $134,162+60.4% | $158,966+35.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.73% | 63.66%-51.9pp | 36.35%-24.6pp | 302.95%-291.2pp |
| Employer contribution / active EE | $9,000 | $5,042+78.5% | $3,705+142.9% | $4,762+89.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53 | $8,719-99.4% | $6,685-99.2% | $11,250-99.5% |