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 | $244,375 | $165,939+47.3% | $122,354+99.7% | $147,585+65.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.42% | 34.56%-24.1pp | 30.28%-19.9pp | 578.58%-568.2pp |
| Employer contribution / active EE | $4,396 | $5,754-23.6% | $4,051+8.5% | $4,876-9.9% |
| Participant deferral / active EE | $4,000 | $4,005-0.1% | $3,287+21.7% | $5,439-26.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |