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 | $191,878 | $69,248+177.1% | $64,101+199.3% | $139,466+37.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 45.95%-35.4pp | 33.72%-23.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $7,462 | $3,185+134.3% | $2,749+171.5% | $4,754+57.0% |
| Participant deferral / active EE | $2,092 | $4,682-55.3% | $3,881-46.1% | $6,712-68.8% |
| Admin fee / account holder | $15 | $4,247-99.7% | $3,070-99.5% | $11,409-99.9% |