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 | $226,585 | $183,539+23.5% | $155,556+45.7% | $145,897+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,381 | $5,315-36.4% | $4,675-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $14,444 | $6,467+123.3% | $5,631+156.5% | $6,689+115.9% |
| Admin fee / account holder | $255 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |