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 | $231,541 | $95,406+142.7% | $185,849+24.6% | $85,847+169.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $8,542 | $3,314+157.8% | $5,169+65.3% | $2,565+233.0% |
| Participant deferral / active EE | $4,866 | $3,424+42.1% | $5,569-12.6% | $3,952+23.1% |
| Admin fee / account holder | $1 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |