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 | $208,349 | $198,457+5.0% | $170,435+22.2% | $147,586+41.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,124 | $6,183-65.7% | $5,432-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $7,583 | $5,629+34.7% | $4,939+53.5% | $5,439+39.4% |
| Admin fee / account holder | $84 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |