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 | $147,974 | $108,897+35.9% | $100,378+47.4% | $145,877+1.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 58.17%-46.8pp | 49.41%-38.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $6,919 | $4,420+56.5% | $3,942+75.5% | $4,663+48.4% |
| Participant deferral / active EE | $15,930 | $8,455+88.4% | $8,087+97.0% | $6,691+138.1% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,899-99.7% | $13,402-99.8% |