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 | $152,068 | $175,231-13.2% | $149,696+1.6% | $139,466+9.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.09% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,774 | $5,478-49.4% | $4,821-42.5% | $4,754-41.7% |
| Participant deferral / active EE | $10,657 | $6,521+63.4% | $5,682+87.6% | $6,712+58.8% |
| Admin fee / account holder | $25 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |