Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,364 | $110,337+47.2% | $102,383+58.6% | $145,877+11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,163 | $4,216-48.7% | $3,870-44.1% | $4,663-53.6% |
| Participant deferral / active EE | $10,311 | $5,621+83.4% | $5,060+103.8% | $6,691+54.1% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |