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 | $207,815 | $208,088-0.1% | $186,193+11.6% | $154,746+34.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.73% | 89.97%-70.2pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $5,700 | $4,340+31.3% | $3,918+45.5% | $4,379+30.2% |
| Participant deferral / active EE | $28,500 | $7,078+302.7% | $6,513+337.6% | $6,730+323.5% |
| Admin fee / account holder | $6 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |