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 | $146,990 | $77,920+88.6% | $149,723-1.8% | $75,177+95.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.27% | 31.72%-8.5pp | 134.50%-111.2pp | 160.75%-137.5pp |
| Employer contribution / active EE | $7,625 | $3,138+143.0% | $4,821+58.2% | $2,671+185.5% |
| Participant deferral / active EE | $5,937 | $3,411+74.0% | $5,682+4.5% | $4,126+43.9% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |