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 | $245,449 | $175,259+40.0% | $149,723+63.9% | $139,487+76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.1pp |
| Employer contribution / active EE | $3,485 | $5,478-36.4% | $4,821-27.7% | $4,755-26.7% |
| Participant deferral / active EE | $10,520 | $6,522+61.3% | $5,682+85.1% | $6,713+56.7% |
| Admin fee / account holder | $5 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |