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 | $150,704 | $103,000+46.3% | $90,300+66.9% | $152,885-1.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.55% | 95.19%-77.6pp | 78.11%-60.6pp | 345.39%-327.8pp |
| Employer contribution / active EE | $2,909 | $3,138-7.3% | $2,854+1.9% | $4,763-38.9% |
| Participant deferral / active EE | $11,285 | $4,281+163.6% | $3,884+190.5% | $5,851+92.9% |
| Admin fee / account holder | $199 | $6,173-96.8% | $5,353-96.3% | $11,598-98.3% |