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 | $148,694 | $197,603-24.8% | $177,827-16.4% | $158,950-6.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.05% | 58.76%-34.7pp | 48.32%-24.3pp | 302.91%-278.9pp |
| Employer contribution / active EE | $8,852 | $6,698+32.2% | $5,918+49.6% | $4,762+85.9% |
| Participant deferral / active EE | $11,041 | $8,404+31.4% | $7,713+43.1% | $5,983+84.5% |
| Admin fee / account holder | $60 | $15,402-99.6% | $12,429-99.5% | $11,248-99.5% |