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 | $203,717 | $108,897+87.1% | $100,378+102.9% | $145,877+39.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.17%-47.8pp | 49.41%-39.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $10,448 | $4,420+136.4% | $3,942+165.0% | $4,663+124.1% |
| Participant deferral / active EE | $7,400 | $8,455-12.5% | $8,087-8.5% | $6,691+10.6% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |