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 | $120,140 | $217,432-44.7% | $185,851-35.4% | $167,553-28.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.15% | 148.43%-123.3pp | 122.11%-97.0pp | 478.89%-453.7pp |
| Employer contribution / active EE | $7,158 | $5,874+21.9% | $5,168+38.5% | $4,840+47.9% |
| Participant deferral / active EE | $4,671 | $6,357-26.5% | $5,569-16.1% | $6,343-26.4% |
| Admin fee / account holder | $263 | $19,820-98.7% | $16,245-98.4% | $12,316-97.9% |