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 | $201,235 | $110,307+82.4% | $96,576+108.4% | $139,456+44.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.56% | 26.40%-13.8pp | 25.87%-13.3pp | 373.45%-360.9pp |
| Employer contribution / active EE | $15,455 | $3,619+327.0% | $2,965+421.2% | $4,753+225.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $75 | $11,597-99.4% | $8,253-99.1% | $11,407-99.3% |