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 | $225,363 | $110,039+104.8% | $97,260+131.7% | $145,884+54.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.49% | 244.44%-232.0pp | 75.54%-63.1pp | 551.85%-539.4pp |
| Employer contribution / active EE | $373 | $3,074-87.9% | $2,721-86.3% | $4,662-92.0% |
| Participant deferral / active EE | $839 | $4,674-82.1% | $4,262-80.3% | $6,690-87.5% |
| Admin fee / account holder | $63 | $6,204-99.0% | $5,640-98.9% | $13,392-99.5% |