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 | $99,231 | $183,516-45.9% | $155,534-36.2% | $145,884-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $6,101 | $5,315+14.8% | $4,675+30.5% | $4,662+30.9% |
| Participant deferral / active EE | $9,177 | $6,467+41.9% | $5,630+63.0% | $6,690+37.2% |
| Admin fee / account holder | $220 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |