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 | $231,921 | $175,231+32.4% | $149,696+54.9% | $139,466+66.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.36% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,580 | $5,478-71.2% | $4,821-67.2% | $4,754-66.8% |
| Participant deferral / active EE | $13,223 | $6,521+102.8% | $5,682+132.7% | $6,712+97.0% |
| Admin fee / account holder | $54 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |