Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,281 | $48,364+268.6% | $71,796+148.3% | $62,881+183.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.20% | 13.16%-8.0pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,103 | $1,042+197.9% | $1,924+61.3% | $2,281+36.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $73 | $3,771-98.1% | $4,815-98.5% | $4,296-98.3% |