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 | $174,139 | $58,241+199.0% | $81,780+112.9% | $80,911+115.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.78% | 41.73%-25.9pp | 776.27%-760.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $8,583 | $2,343+266.3% | $2,914+194.6% | $2,756+211.5% |
| Participant deferral / active EE | $5,062 | $3,283+54.2% | $4,321+17.1% | $4,297+17.8% |
| Admin fee / account holder | $33 | $4,973-99.3% | $7,384-99.6% | $6,935-99.5% |