Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,415 | $117,895+86.1% | $102,460+114.1% | $145,897+50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $5,072 | $3,619+40.1% | $3,025+67.6% | $4,663+8.8% |
| Participant deferral / active EE | $4,414 | $5,736-23.1% | $5,056-12.7% | $6,689-34.0% |
| Admin fee / account holder | $11 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |