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 | $200,263 | $106,923+87.3% | $84,023+138.3% | $152,909+31.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.90% | 105.02%-77.1pp | 71.32%-43.4pp | 345.46%-317.6pp |
| Employer contribution / active EE | $6,627 | $2,735+142.3% | $1,984+234.1% | $4,764+39.1% |
| Participant deferral / active EE | $6,570 | $4,013+63.7% | $3,239+102.8% | $5,851+12.3% |
| Admin fee / account holder | $2 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |