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 | $148,558 | $106,003+40.1% | $92,236+61.1% | $147,585+0.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.29%-158.5pp | 578.57%-560.7pp |
| Employer contribution / active EE | $3,329 | $4,333-23.2% | $3,679-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $9,432 | $4,478+110.6% | $3,897+142.0% | $5,439+73.4% |
| Admin fee / account holder | $298 | $6,333-95.3% | $5,194-94.3% | $10,885-97.3% |