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 | $189,833 | $148,623+27.7% | $135,974+39.6% | $139,466+36.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.87% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.8pp |
| Employer contribution / active EE | $10,107 | $5,246+92.7% | $4,859+108.0% | $4,754+112.6% |
| Participant deferral / active EE | $7,890 | $8,103-2.6% | $7,760+1.7% | $6,712+17.6% |
| Admin fee / account holder | $62 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |