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 | $155,209 | $217,427-28.6% | $185,837-16.5% | $167,518-7.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.17% | 148.39%-123.2pp | 122.08%-96.9pp | 478.71%-453.5pp |
| Employer contribution / active EE | $8,010 | $5,874+36.4% | $5,168+55.0% | $4,838+65.5% |
| Participant deferral / active EE | $10,710 | $6,357+68.5% | $5,568+92.3% | $6,342+68.9% |
| Admin fee / account holder | $14 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |