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 | $176,919 | $90,486+95.5% | $78,676+124.9% | $273,972-35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.74% | 75.62%-68.9pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,140 | $3,175+61.9% | $2,850+80.4% | $4,869+5.6% |
| Participant deferral / active EE | $11,283 | $3,901+189.2% | $3,517+220.8% | $5,287+113.4% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |