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 | $205,149 | $129,737+58.1% | $119,126+72.2% | $154,746+32.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.42% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $12,452 | $4,375+184.6% | $4,034+208.7% | $4,379+184.4% |
| Participant deferral / active EE | $8,693 | $5,842+48.8% | $5,318+63.5% | $6,730+29.2% |
| Admin fee / account holder | $190 | $11,961-98.4% | $10,693-98.2% | $14,365-98.7% |