Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,220 | $111,814+92.5% | $103,374+108.2% | $145,959+47.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $7,465 | $4,214+77.2% | $3,869+92.9% | $4,661+60.2% |
| Participant deferral / active EE | $19,421 | $5,618+245.7% | $5,058+284.0% | $6,689+190.4% |
| Admin fee / account holder | $5 | $9,754-99.9% | $8,394-99.9% | $13,398-100.0% |