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 | $244,918 | $183,592+33.4% | $155,574+57.4% | $145,877+67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,555 | $5,317+42.1% | $4,676+61.6% | $4,663+62.0% |
| Participant deferral / active EE | $17,046 | $6,466+163.6% | $5,629+202.8% | $6,691+154.8% |
| Admin fee / account holder | $81 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |