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 | $147,765 | $48,570+204.2% | $130,660+13.1% | $72,976+102.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.13% | 38.63%-17.5pp | 1709.29%-1688.2pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,829 | $1,334+112.0% | $4,092-30.9% | $2,440+15.9% |
| Participant deferral / active EE | $7,051 | $2,384+195.8% | $3,603+95.7% | $3,608+95.4% |
| Admin fee / account holder | $188 | $3,549-94.7% | $5,463-96.6% | $5,124-96.3% |