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 | $171,778 | $107,363+60.0% | $92,909+84.9% | $152,897+12.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.20% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $4,089 | $4,222-3.1% | $3,653+11.9% | $4,764-14.2% |
| Participant deferral / active EE | $10,161 | $4,848+109.6% | $4,238+139.8% | $5,851+73.7% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |