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 | $125,030 | $176,402-29.1% | $134,162-6.8% | $158,966-21.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.73% | 63.66%-44.9pp | 36.35%-17.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $3,935 | $5,042-22.0% | $3,705+6.2% | $4,762-17.4% |
| Participant deferral / active EE | $12,943 | $4,093+216.2% | $3,500+269.8% | $5,983+116.3% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |