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 | $150,042 | $112,131+33.8% | $95,964+56.4% | $158,982-5.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.21% | 171.19%-157.0pp | 91.64%-77.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,173 | $3,199-32.1% | $2,541-14.5% | $4,763-54.4% |
| Participant deferral / active EE | $14,221 | $4,784+197.3% | $4,167+241.3% | $5,983+137.7% |
| Admin fee / account holder | $55 | $10,136-99.5% | $6,797-99.2% | $11,252-99.5% |