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 | $184,174 | $141,004+30.6% | $112,273+64.0% | $139,456+32.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.24% | 32.75%-20.5pp | 30.23%-18.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $8,000 | $4,285+86.7% | $3,431+133.1% | $4,753+68.3% |
| Participant deferral / active EE | $16,300 | $5,878+177.3% | $4,800+239.6% | $6,711+142.9% |
| Admin fee / account holder | $86 | $9,959-99.1% | $7,752-98.9% | $11,407-99.3% |