Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,310 | $106,918+104.2% | $84,021+159.8% | $152,897+42.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.19% | 105.01%-90.8pp | 71.32%-57.1pp | 345.43%-331.2pp |
| Employer contribution / active EE | $6,071 | $2,735+122.0% | $1,984+206.1% | $4,764+27.5% |
| Participant deferral / active EE | $4,613 | $4,012+15.0% | $3,239+42.4% | $5,851-21.2% |
| Admin fee / account holder | $82 | $8,288-99.0% | $6,102-98.6% | $11,599-99.3% |