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 | $196,267 | $115,814+69.5% | $101,275+93.8% | $158,982+23.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.11% | 56.16%-44.0pp | 46.48%-34.4pp | 302.99%-290.9pp |
| Employer contribution / active EE | $8,322 | $4,176+99.3% | $3,660+127.4% | $4,763+74.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $195 | $7,249-97.3% | $5,948-96.7% | $11,252-98.3% |