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 | $230,627 | $209,428+10.1% | $178,498+29.2% | $158,950+45.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.42% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $8,463 | $5,707+48.3% | $5,011+68.9% | $4,762+77.7% |
| Participant deferral / active EE | $8,227 | $5,955+38.2% | $5,202+58.2% | $5,983+37.5% |
| Admin fee / account holder | $251 | $17,077-98.5% | $13,985-98.2% | $11,248-97.8% |