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 | $163,347 | $103,000+58.6% | $90,300+80.9% | $152,885+6.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.78% | 95.19%-71.4pp | 78.11%-54.3pp | 345.39%-321.6pp |
| Employer contribution / active EE | $2,849 | $3,138-9.2% | $2,854-0.2% | $4,763-40.2% |
| Participant deferral / active EE | $7,561 | $4,281+76.6% | $3,884+94.6% | $5,851+29.2% |
| Admin fee / account holder | $114 | $6,173-98.2% | $5,353-97.9% | $11,598-99.0% |