Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,926 | $106,280+65.5% | $96,538+82.2% | $139,487+26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.94% | 38.48%-18.5pp | 35.74%-15.8pp | 373.84%-353.9pp |
| Employer contribution / active EE | $18,904 | $4,107+360.3% | $3,740+405.4% | $4,755+297.6% |
| Participant deferral / active EE | $12,799 | $5,457+134.5% | $4,880+162.2% | $6,713+90.7% |
| Admin fee / account holder | $112 | $7,888-98.6% | $6,737-98.3% | $11,407-99.0% |