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 | $175,385 | $149,754+17.1% | $118,934+47.5% | $158,931+10.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.59% | 19.95%-8.4pp | 35.88%-24.3pp | 302.86%-291.3pp |
| Employer contribution / active EE | $2,667 | $4,116-35.2% | $3,263-18.3% | $4,761-44.0% |
| Participant deferral / active EE | $2,667 | $5,224-48.9% | $4,265-37.5% | $5,982-55.4% |
| Admin fee / account holder | $141 | $8,603-98.4% | $6,580-97.9% | $11,247-98.7% |