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 | $214,334 | $157,829+35.8% | $136,867+56.6% | $198,609+7.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.80% | 51.25%-34.4pp | 42.97%-26.2pp | 202.70%-185.9pp |
| Employer contribution / active EE | $9,566 | $3,923+143.9% | $3,547+169.7% | $5,055+89.2% |
| Participant deferral / active EE | $8,397 | $5,463+53.7% | $4,924+70.6% | $6,977+20.4% |
| Admin fee / account holder | $17 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |