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 | $222,854 | $162,821+36.9% | $133,978+66.3% | $158,982+40.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.34% | 41.95%-27.6pp | 45.10%-30.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,677 | $4,976-66.3% | $3,919-57.2% | $4,763-64.8% |
| Participant deferral / active EE | $6,183 | $5,910+4.6% | $5,047+22.5% | $5,983+3.3% |
| Admin fee / account holder | $130 | $11,742-98.9% | $8,930-98.5% | $11,252-98.8% |