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 | $186,635 | $117,859+58.4% | $102,438+82.2% | $145,959+27.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.97% | 31.72%-10.7pp | 29.37%-8.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $4,636 | $3,615+28.2% | $3,024+53.3% | $4,661-0.5% |
| Participant deferral / active EE | $7,127 | $5,732+24.3% | $5,054+41.0% | $6,689+6.6% |
| Admin fee / account holder | $54 | $13,318-99.6% | $9,448-99.4% | $13,398-99.6% |